Carson Wealth (CWM LLC)
ACET icon

Carson Wealth (CWM LLC)’s Adicet Bio ACET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACET Stock Details ACET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-49
Closed -$1K – 4785
2024
Q2 		$1K Buy
49
+48
+4,800% +$1.29K ﹤0.01% 4291
2024
Q1 		$0 Buy
+1
New +$41 ﹤0.01% 4276
2023
Q1 		– Sell
-3
Closed – – 4006
2022
Q4 		$0 Buy
+3
New +$749 ﹤0.01% 3937

Other funds holding ACET

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACET Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Adicet Bio (ACET) in Q3 2024, closing a stake of 49 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in ACET in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 64 funds tracked by Wall St. Rank hold ACET as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Adicet Bio position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 49 Adicet Bio shares in Q3 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Adicet Bio in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Adicet Bio position peaked at $1K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Adicet Bio as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.