Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Anixa Biosciences ANIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ANIX Stock Details ANIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$1K – 4022
2022
Q4 		$1K Buy
+250
New +$1.2K ﹤0.01% 3682
2022
Q3 		– Sell
-98
Closed – – 3885
2022
Q2 		$0 Buy
+98
New +$309 ﹤0.01% 3760

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Anixa Biosciences (ANIX) in Q1 2023, closing a stake of 250 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in ANIX in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 44 funds tracked by Wall St. Rank hold ANIX as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Anixa Biosciences position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 250 Anixa Biosciences shares in Q1 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Anixa Biosciences in Q2 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Anixa Biosciences position peaked at $1K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Anixa Biosciences as of Q1 2023.

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