Carson Wealth (CWM LLC)
BCAB icon

Carson Wealth (CWM LLC)’s BioAtla BCAB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BCAB Stock Details BCAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– – – 4904
2024
Q3 		– Sell
-106
Closed -$8.89K – 4827
2024
Q2 		$7K Buy
+106
New +$12.6K ﹤0.01% 3698
2024
Q1 		– Hold
0
– – – 4318
2022
Q2 		– Sell
-2
Closed – – 3776
2022
Q1 		$0 Buy
+2
New +$837 ﹤0.01% 3522

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HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its BioAtla (BCAB) position steady in Q4 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4904.

Carson Wealth (CWM LLC) first reported a position in BCAB in Q1 2022 and has held it in 2 quarters since. The position peaked at $7K in Q2 2024. 67 funds tracked by Wall St. Rank hold BCAB as of Q4 2024.

  • Carson Wealth (CWM LLC) held 0 shares of BioAtla worth $0 as of Q4 2024.
  • Carson Wealth (CWM LLC) left its BioAtla share count unchanged in Q4 2024.
  • BioAtla made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q4 2024, its #4904 holding.
  • Carson Wealth (CWM LLC) first reported a position in BioAtla in Q1 2022 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s BioAtla position peaked at $7K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held BioAtla as of Q4 2024.

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