Carson Wealth (CWM LLC)
HRT

Carson Wealth (CWM LLC)’s HireRight Holdings Corporation HRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HRT Stock Details HRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-86
Closed -$1K – 5045
2024
Q1 		$1K Hold
86
– – ﹤0.01% 4267
2023
Q4 		$1K Hold
86
– – ﹤0.01% 4082
2023
Q3 		$1K Buy
+86
New +$887 ﹤0.01% 4126

Other funds holding HRT

AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HRT Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of HireRight Holdings Corporation (HRT) in Q2 2024, closing a stake of 86 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HRT in Q3 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 1 fund tracked by Wall St. Rank holds HRT as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining HireRight Holdings Corporation position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 86 HireRight Holdings Corporation shares in Q2 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in HireRight Holdings Corporation in Q3 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s HireRight Holdings Corporation position peaked at $1K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held HireRight Holdings Corporation as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.