Carson Wealth (CWM LLC)
BIOR

Carson Wealth (CWM LLC)’s Biora Therapeutics, Inc. Common Stock BIOR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIOR Stock Details BIOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed – – 5091
2024
Q1 		$0 Buy
+1
New +$11 ﹤0.01% 4893

Other funds holding BIOR

ACM
Athyrium Capital Management New York $8.69M AUM 34.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BIOR Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Biora Therapeutics, Inc. Common Stock (BIOR) in Q2 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in BIOR in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 26 funds tracked by Wall St. Rank hold BIOR as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Biora Therapeutics, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Biora Therapeutics, Inc. Common Stock share in Q2 2024.
  • Carson Wealth (CWM LLC) first reported a position in Biora Therapeutics, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Biora Therapeutics, Inc. Common Stock position peaked at $0 in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Biora Therapeutics, Inc. Common Stock as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.