Carson Wealth (CWM LLC)’s Mirati Therapeutics, Inc. Common Stock MRTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,198	Closed	-$70K	–	4882
2023 Q4	$70K	Buy	1,198 +26	+2%	+$1.46K	﹤0.01%	1980
2023 Q3	$51K	Buy	1,172 +168	+17%	+$6K	﹤0.01%	2053
2023 Q2	$36K	Sell	1,004 -24	-2%	-$989	﹤0.01%	2243
2023 Q1	$38K	Sell	1,028 -47	-4%	-$2.11K	﹤0.01%	2068
2022 Q4	$49K	Sell	1,075 -5	-0.5%	-$324	﹤0.01%	1756
2022 Q3	$75K	Hold	1,080	–	–	﹤0.01%	1472
2022 Q2	$73K	Buy	1,080 +984	+1,025%	+$62.6K	﹤0.01%	1448
2022 Q1	$8K	Buy	96 +76	+380%	+$7.77K	﹤0.01%	2658
2021 Q4	$3K	Buy	+20	New	+$3.1K	﹤0.01%	3060

Other funds holding MRTX

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MRTX Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Mirati Therapeutics, Inc. Common Stock (MRTX) in Q1 2024, closing a stake of 1,198 shares — an estimated $70K sold.

Carson Wealth (CWM LLC) first reported a position in MRTX in Q4 2021 and held it in 9 quarters. The position peaked at $75K in Q3 2022. 2 funds tracked by Wall St. Rank hold MRTX as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining Mirati Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,198 Mirati Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $70K.
Carson Wealth (CWM LLC) first reported a position in Mirati Therapeutics, Inc. Common Stock in Q4 2021 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s Mirati Therapeutics, Inc. Common Stock position peaked at $75K in Q3 2022.
2 funds tracked by Wall St. Rank held Mirati Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.