Carson Wealth (CWM LLC)
BWAY

Carson Wealth (CWM LLC)’s Brainsway BWAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BWAY Stock Details BWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$5K – 5061
2024
Q4 		$5K Buy
+1,000
New +$4.87K ﹤0.01% 4176

Other funds holding BWAY

VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BWAY Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Brainsway (BWAY) in Q1 2025, closing a stake of 1,000 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in BWAY in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 42 funds tracked by Wall St. Rank hold BWAY as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Brainsway position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Brainsway shares in Q1 2025, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Brainsway in Q4 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Brainsway position peaked at $5K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Brainsway as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.