Carson Wealth (CWM LLC)
APYX icon

Carson Wealth (CWM LLC)’s Apyx Medical APYX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APYX Stock Details APYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-117
Closed – – 4111
2023
Q3 		$0 Buy
+117
New +$545 ﹤0.01% 4160
2022
Q1 		– Sell
-37
Closed – – 3507
2021
Q4 		$0 Buy
+37
New +$518 ﹤0.01% 3479

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Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RTW Investments
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s APYX Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Apyx Medical (APYX) in Q4 2023, closing a stake of 117 shares.

Carson Wealth (CWM LLC) first reported a position in APYX in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 62 funds tracked by Wall St. Rank hold APYX as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Apyx Medical position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 117 Apyx Medical shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Apyx Medical in Q4 2021 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Apyx Medical position peaked at $0 in Q3 2023.
  • 62 funds tracked by Wall St. Rank held Apyx Medical as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.