Carson Wealth (CWM LLC)
ALGS icon

Carson Wealth (CWM LLC)’s Aligos Therapeutics ALGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALGS Stock Details ALGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-675
Closed -$6K – 4884
2024
Q3 		$6K Sell
675
-1
-0.1% -$12 ﹤0.01% 3980
2024
Q2 		$6K Hold
676
– – ﹤0.01% 3745
2024
Q1 		$17K Hold
676
– – ﹤0.01% 2993
2023
Q4 		$11K Hold
676
– – ﹤0.01% 3113
2023
Q3 		$13K Hold
676
– – ﹤0.01% 2955
2023
Q2 		$16K Hold
676
– – ﹤0.01% 2767
2023
Q1 		$15K Buy
+676
New +$25.8K ﹤0.01% 2675

Other funds holding ALGS

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Aligos Therapeutics (ALGS) in Q4 2024, closing a stake of 675 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in ALGS in Q1 2023 and held it in 7 quarters. The position peaked at $17K in Q1 2024. 34 funds tracked by Wall St. Rank hold ALGS as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Aligos Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 675 Aligos Therapeutics shares in Q4 2024, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Aligos Therapeutics in Q1 2023 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Aligos Therapeutics position peaked at $17K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Aligos Therapeutics as of Q4 2024.

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