Carson Wealth (CWM LLC)
AFMD

Carson Wealth (CWM LLC)’s Affimed AFMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AFMD Stock Details AFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-213
Closed -$4K – 3943
2022
Q3 		$4K Sell
213
-162
-43% -$4.5K ﹤0.01% 3125
2022
Q2 		$10K Buy
375
+167
+80% +$5.72K ﹤0.01% 2556
2022
Q1 		$9K Hold
208
– – ﹤0.01% 2512
2021
Q4 		$11K Buy
+208
New +$12.9K ﹤0.01% 2281
2021
Q2 		$18K Hold
208
– – ﹤0.01% 1828
2021
Q1 		$18K Hold
208
– – ﹤0.01% 1828
2020
Q4 		$18K Hold
208
– – ﹤0.01% 1828
2020
Q3 		$18K Hold
208
– – ﹤0.01% 1828
2020
Q2 		$18K Hold
208
– – ﹤0.01% 1828
2020
Q1 		$18K Hold
208
– – ﹤0.01% 1828
2019
Q4 		$18K Hold
208
– – ﹤0.01% 1828
2019
Q3 		$18K Hold
208
– – ﹤0.01% 1828
2019
Q2 		$18K Hold
208
– – ﹤0.01% 1828
2019
Q1 		$18K Buy
+208
New +$7.48K ﹤0.01% 1828

Other funds holding AFMD

RCI
Ridgeback Capital Investments Miami Beach, Florida $560K AUM
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BCM
Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Affimed (AFMD) in Q4 2022, closing a stake of 213 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in AFMD in Q1 2019 and held it in 14 quarters. The position peaked at $18K in Q2 2021. 118 funds tracked by Wall St. Rank hold AFMD as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Affimed position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 213 Affimed shares in Q4 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Affimed in Q1 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Affimed position peaked at $18K in Q2 2021.
  • 118 funds tracked by Wall St. Rank held Affimed as of Q4 2022.

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