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 $71.3B AUM 56.8% 1-Year Est. Return
EcoR1 Capital
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Vivo Capital
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 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 $20B AUM 154.41% 1-Year Est. Return
HHLR Advisors
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Trexquant Investment
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Ikarian Capital
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
UBS O'Connor
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 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.