Carson Wealth (CWM LLC)’s Morphic Holding, Inc. Common Stock MORF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20	Closed	-$1K	–	5272
2024 Q2	$1K	Buy	20 +8	+67%	+$237	﹤0.01%	4543
2024 Q1	$0	Hold	12	–	–	﹤0.01%	4842
2023 Q4	$0	Buy	12 +7	+140%	+$167	﹤0.01%	4605
2023 Q3	$0	Buy	5 +3	+150%	+$157	﹤0.01%	4602
2023 Q2	$0	Buy	+2	New	+$104	﹤0.01%	4521

Other funds holding MORF

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MORF Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Morphic Holding, Inc. Common Stock (MORF) in Q3 2024, closing a stake of 20 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in MORF in Q2 2023 and held it in 5 quarters. The position peaked at $1K in Q2 2024. 2 funds tracked by Wall St. Rank hold MORF as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Morphic Holding, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 20 Morphic Holding, Inc. Common Stock shares in Q3 2024, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Morphic Holding, Inc. Common Stock in Q2 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Morphic Holding, Inc. Common Stock position peaked at $1K in Q2 2024.
2 funds tracked by Wall St. Rank held Morphic Holding, Inc. Common Stock as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.