Carson Wealth (CWM LLC)
ATNX

Carson Wealth (CWM LLC)’s Athenex, Inc. Common Stock ATNX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATNX Stock Details ATNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed – – 4605
2023
Q1 		$0 Hold
50
– – ﹤0.01% 4488
2022
Q4 		$0 Hold
50
– – ﹤0.01% 4373
2022
Q3 		$0 Hold
50
– – ﹤0.01% 4300
2022
Q2 		$0 Hold
50
– – ﹤0.01% 4205
2022
Q1 		$1K Hold
50
– – ﹤0.01% 3473
2021
Q4 		$1K Buy
+50
New +$2.11K ﹤0.01% 3444

Other funds holding ATNX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ATNX Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Athenex, Inc. Common Stock (ATNX) in Q2 2023, closing a stake of 50 shares.

Carson Wealth (CWM LLC) first reported a position in ATNX in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 4 funds tracked by Wall St. Rank hold ATNX as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Athenex, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 Athenex, Inc. Common Stock shares in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in Athenex, Inc. Common Stock in Q4 2021 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Athenex, Inc. Common Stock position peaked at $1K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Athenex, Inc. Common Stock as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.