Carson Wealth (CWM LLC)
ORTX

Carson Wealth (CWM LLC)’s Orchard Therapeutics plc American Depositary Shares ORTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ORTX Stock Details ORTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-83
Closed -$1K – 4881
2023
Q4 		$1K Hold
83
– – ﹤0.01% 4090
2023
Q3 		$1K Hold
83
– – ﹤0.01% 4132
2023
Q2 		$0 Hold
83
– – ﹤0.01% 4551
2023
Q1 		$0 Sell
83
-5
-6% -$27 ﹤0.01% 4425
2022
Q4 		$0 Buy
+88
New +$389 ﹤0.01% 4332

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

Carson Wealth (CWM LLC) sold out of Orchard Therapeutics plc American Depositary Shares (ORTX) in Q1 2024, closing a stake of 83 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in ORTX in Q4 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2023. 0 funds tracked by Wall St. Rank hold ORTX as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Orchard Therapeutics plc American Depositary Shares position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 83 Orchard Therapeutics plc American Depositary Shares shares in Q1 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Orchard Therapeutics plc American Depositary Shares in Q4 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Orchard Therapeutics plc American Depositary Shares position peaked at $1K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Orchard Therapeutics plc American Depositary Shares as of Q1 2024.

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