Carson Wealth (CWM LLC)
HEQ

Carson Wealth (CWM LLC)’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-365
Closed -$4K – 4029
2022
Q2 		$4K Buy
+365
New +$4.72K ﹤0.01% 3085

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEQ Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2022, closing a stake of 365 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in HEQ in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 19 funds tracked by Wall St. Rank hold HEQ as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 365 John Hancock Hedged Equity & Income Fund shares in Q3 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s John Hancock Hedged Equity & Income Fund position peaked at $4K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.