Carson Wealth (CWM LLC)
SGEN

Carson Wealth (CWM LLC)’s Seagen Inc. Common Stock SGEN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,792
Closed -$380K – 4641
2023
Q3 		$380K Sell
1,792
-417
-19% -$83.3K ﹤0.01% 1071
2023
Q2 		$425K Sell
2,209
-21,275
-91% -$4.23M ﹤0.01% 990
2023
Q1 		$4.75M Sell
23,484
-861
-4% -$138K 0.03% 328
2022
Q4 		$3.13M Buy
24,345
+15,807
+185% +$2.04M 0.02% 387
2022
Q3 		$1.17M Sell
8,538
-801
-9% -$130K 0.01% 525
2022
Q2 		$1.65M Sell
9,339
-469
-5% -$67.6K 0.01% 438
2022
Q1 		$1.41M Sell
9,808
-1,332
-12% -$180K 0.01% 478
2021
Q4 		$1.72M Buy
+11,140
New +$1.87M 0.01% 465
2021
Q2 		$1.95M Hold
12,364
– – 0.02% 432
2021
Q1 		$1.95M Hold
12,364
– – 0.02% 432
2020
Q4 		$1.95M Hold
12,364
– – 0.02% 432
2020
Q3 		$1.95M Hold
12,364
– – 0.02% 432
2020
Q2 		$1.95M Hold
12,364
– – 0.02% 432
2020
Q1 		$1.95M Hold
12,364
– – 0.02% 432
2019
Q4 		$1.95M Hold
12,364
– – 0.02% 432
2019
Q3 		$1.95M Hold
12,364
– – 0.02% 432
2019
Q2 		$1.95M Hold
12,364
– – 0.02% 432
2019
Q1 		$1.95M Buy
12,364
+11,938
+2,802% +$849K 0.02% 432
2018
Q4 		$24K Buy
426
+212
+99% +$13.3K ﹤0.01% 1089
2018
Q3 		$17K Buy
214
+14
+7% +$1.03K ﹤0.01% 1000
2018
Q2 		$13K Hold
200
– – ﹤0.01% 940
2018
Q1 		$10K Hold
200
– – ﹤0.01% 861
2017
Q4 		$11K Hold
200
– – ﹤0.01% 870
2017
Q3 		$11K Hold
200
– – ﹤0.01% 871
2017
Q2 		$10K Hold
200
– – ﹤0.01% 783
2017
Q1 		$13K Hold
200
– – ﹤0.01% 699
2016
Q4 		$11K Hold
200
– – ﹤0.01% 716
2016
Q3 		$11K Hold
200
– – ﹤0.01% 687
2016
Q2 		$8K Hold
200
– – ﹤0.01% 583
2016
Q1 		$7K Buy
+200
New +$6.72K ﹤0.01% 571

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SGEN Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,792 shares — an estimated $380K sold.

Carson Wealth (CWM LLC) first reported a position in SGEN in Q1 2016 and held it in 30 quarters. The position peaked at $4.75M in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,792 Seagen Inc. Common Stock shares in Q4 2023, an estimated $380K.
  • Carson Wealth (CWM LLC) first reported a position in Seagen Inc. Common Stock in Q1 2016 and held it in 30 quarters.
  • Carson Wealth (CWM LLC)'s Seagen Inc. Common Stock position peaked at $4.75M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.