Carson Wealth (CWM LLC)’s LHC Group LLC LHCG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LHCG Stock Details LHCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-143	Closed	-$23K	–	4486
2022 Q4	$23K	Sell	143 -9	-6%	-$1.49K	﹤0.01%	2280
2022 Q3	$25K	Buy	152 +31	+26%	+$5.03K	﹤0.01%	2101
2022 Q2	$19K	Buy	121 +19	+19%	+$3.13K	﹤0.01%	2171
2022 Q1	$17K	Buy	102 +29	+40%	+$3.88K	﹤0.01%	2203
2021 Q4	$10K	Buy	+73	New	+$9.97K	﹤0.01%	2380
2021 Q2	$12K	Hold	62	–	–	﹤0.01%	2039
2021 Q1	$12K	Hold	62	–	–	﹤0.01%	2039
2020 Q4	$12K	Hold	62	–	–	﹤0.01%	2039
2020 Q3	$12K	Hold	62	–	–	﹤0.01%	2038
2020 Q2	$12K	Hold	62	–	–	﹤0.01%	2038
2020 Q1	$12K	Hold	62	–	–	﹤0.01%	2038
2019 Q4	$12K	Hold	62	–	–	﹤0.01%	2038
2019 Q3	$12K	Hold	62	–	–	﹤0.01%	2038
2019 Q2	$12K	Hold	62	–	–	﹤0.01%	2038
2019 Q1	$12K	Buy	+62	New	+$6.62K	﹤0.01%	2037

Other funds holding LHCG

LIC

Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LHCG Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 143 shares — an estimated $23K sold.

Carson Wealth (CWM LLC) first reported a position in LHCG in Q1 2019 and held it in 15 quarters. The position peaked at $25K in Q3 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 143 LHC Group LLC shares in Q1 2023, an estimated $23K.
Carson Wealth (CWM LLC) first reported a position in LHC Group LLC in Q1 2019 and held it in 15 quarters.
Carson Wealth (CWM LLC)'s LHC Group LLC position peaked at $25K in Q3 2022.
2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.