Carson Wealth (CWM LLC)
VRAY

Carson Wealth (CWM LLC)’s ViewRay, Inc. VRAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VRAY Stock Details VRAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,000
Closed -$22K – 4452
2022
Q4 		$22K Hold
5,000
– – ﹤0.01% 2316
2022
Q3 		$18K Buy
+5,000
New +$16.8K ﹤0.01% 2316
2022
Q1 		– Sell
-79
Closed – – 3986
2021
Q4 		$0 Buy
+79
New +$481 ﹤0.01% 3699

Other funds holding VRAY

HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of ViewRay, Inc. (VRAY) in Q1 2023, closing a stake of 5,000 shares — an estimated $22K sold.

Carson Wealth (CWM LLC) first reported a position in VRAY in Q4 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2022. 171 funds tracked by Wall St. Rank hold VRAY as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining ViewRay, Inc. position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,000 ViewRay, Inc. shares in Q1 2023, an estimated $22K.
  • Carson Wealth (CWM LLC) first reported a position in ViewRay, Inc. in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s ViewRay, Inc. position peaked at $22K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held ViewRay, Inc. as of Q1 2023.

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