Carson Wealth (CWM LLC)
BTCY

Carson Wealth (CWM LLC)’s Biotricity, Inc. Common Stock BTCY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTCY Stock Details BTCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$12K – 3939
2021
Q4 		$12K Buy
+500
New +$11.8K ﹤0.01% 2274

Other funds holding BTCY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SWMP
Signature Wealth Management Partners Montvale, New Jersey $214M AUM 27.04% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTCY Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Biotricity, Inc. Common Stock (BTCY) in Q1 2022, closing a stake of 500 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in BTCY in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 32 funds tracked by Wall St. Rank hold BTCY as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Biotricity, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Biotricity, Inc. Common Stock shares in Q1 2022, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in Biotricity, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Biotricity, Inc. Common Stock position peaked at $12K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Biotricity, Inc. Common Stock as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.