Carson Wealth (CWM LLC)
PAYA

Carson Wealth (CWM LLC)’s Paya Holdings Inc. Class A Common Stock PAYA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAYA Stock Details PAYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,836
Closed -$30K – 4485
2022
Q4 		$30K Buy
3,836
+159
+4% +$1.23K ﹤0.01% 2098
2022
Q3 		$22K Hold
3,677
– – ﹤0.01% 2179
2022
Q2 		$24K Buy
3,677
+956
+35% +$5.39K ﹤0.01% 2020
2022
Q1 		$16K Buy
2,721
+2,000
+277% +$12.1K ﹤0.01% 2235
2021
Q4 		$5K Buy
+721
New +$5.86K ﹤0.01% 2784
2021
Q2 		$8K Hold
700
– – ﹤0.01% 2218
2021
Q1 		$8K Hold
700
– – ﹤0.01% 2217
2020
Q4 		$8K Hold
700
– – ﹤0.01% 2216
2020
Q3 		$8K Hold
700
– – ﹤0.01% 2216
2020
Q2 		$8K Hold
700
– – ﹤0.01% 2215
2020
Q1 		$8K Hold
700
– – ﹤0.01% 2215
2019
Q4 		$8K Hold
700
– – ﹤0.01% 2215
2019
Q3 		$8K Hold
700
– – ﹤0.01% 2214
2019
Q2 		$8K Hold
700
– – ﹤0.01% 2214
2019
Q1 		$8K Buy
+700
New +$6.8K ﹤0.01% 2214

Other funds holding PAYA

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

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

Carson Wealth (CWM LLC) sold out of Paya Holdings Inc. Class A Common Stock (PAYA) in Q1 2023, closing a stake of 3,836 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in PAYA in Q1 2019 and held it in 15 quarters. The position peaked at $30K in Q4 2022. 1 fund tracked by Wall St. Rank holds PAYA as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Paya Holdings Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,836 Paya Holdings Inc. Class A Common Stock shares in Q1 2023, an estimated $30K.
  • Carson Wealth (CWM LLC) first reported a position in Paya Holdings Inc. Class A Common Stock in Q1 2019 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Paya Holdings Inc. Class A Common Stock position peaked at $30K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Paya Holdings Inc. Class A Common Stock as of Q1 2023.

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