Carson Wealth (CWM LLC)
PING

Carson Wealth (CWM LLC)’s Ping Identity Holding Corp. PING Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PING Stock Details PING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-253
Closed -$7K – 4403
2022
Q3 		$7K Buy
253
+218
+623% +$5.41K ﹤0.01% 2936
2022
Q2 		$1K Buy
+35
New +$778 ﹤0.01% 3729

Other funds holding PING

CWM
CIBC World Markets New York $20.8B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PING Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Ping Identity Holding Corp. (PING) in Q4 2022, closing a stake of 253 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in PING in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 3 funds tracked by Wall St. Rank hold PING as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Ping Identity Holding Corp. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 253 Ping Identity Holding Corp. shares in Q4 2022, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Ping Identity Holding Corp. in Q2 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Ping Identity Holding Corp. position peaked at $7K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Ping Identity Holding Corp. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.