Carson Wealth (CWM LLC)
RCM

Carson Wealth (CWM LLC)’s R1 RCM Inc. Common Stock RCM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RCM Stock Details RCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,234
Closed -$17K – 5251
2024
Q3 		$17K Buy
1,234
+188
+18% +$2.55K ﹤0.01% 3484
2024
Q2 		$13K Sell
1,046
-25
-2% -$311 ﹤0.01% 3413
2024
Q1 		$14K Buy
1,071
+503
+89% +$5.85K ﹤0.01% 3159
2023
Q4 		$6K Sell
568
-576
-50% -$6.53K ﹤0.01% 3469
2023
Q3 		$17K Sell
1,144
-27
-2% -$454 ﹤0.01% 2809
2023
Q2 		$22K Sell
1,171
-11
-0.9% -$179 ﹤0.01% 2589
2023
Q1 		$18K Buy
1,182
+219
+23% +$3K ﹤0.01% 2598
2022
Q4 		$11K Buy
963
+556
+137% +$7.06K ﹤0.01% 2773
2022
Q3 		$8K Buy
407
+306
+303% +$6.98K ﹤0.01% 2864
2022
Q2 		$2K Sell
101
-196
-66% -$4.45K ﹤0.01% 3446
2022
Q1 		$8K Buy
297
+291
+4,850% +$7.14K ﹤0.01% 2653
2021
Q4 		$0 Buy
+6
New +$144 ﹤0.01% 3676
2019
Q1 		– Sell
-442
Closed -$4K – 3322
2018
Q4 		$4K Buy
+442
New +$3.82K ﹤0.01% 1624

Other funds holding RCM

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

Carson Wealth (CWM LLC)'s RCM Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2024, closing a stake of 1,234 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in RCM in Q4 2018 and held it in 13 quarters. The position peaked at $22K in Q2 2023. 1 fund tracked by Wall St. Rank holds RCM as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining R1 RCM Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,234 R1 RCM Inc. Common Stock shares in Q4 2024, an estimated $17K.
  • Carson Wealth (CWM LLC) first reported a position in R1 RCM Inc. Common Stock in Q4 2018 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s R1 RCM Inc. Common Stock position peaked at $22K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.