Carson Wealth (CWM LLC)
CBAY

Carson Wealth (CWM LLC)’s Cymabay Therapeutics CBAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBAY Stock Details CBAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-26
Closed – – 4622
2023
Q3 		$0 Hold
26
– – ﹤0.01% 4620
2023
Q2 		$0 Buy
+26
New +$242 ﹤0.01% 4537

Other funds holding CBAY

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BlackRock
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RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CBAY Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Cymabay Therapeutics (CBAY) in Q4 2023, closing a stake of 26 shares.

Carson Wealth (CWM LLC) first reported a position in CBAY in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 200 funds tracked by Wall St. Rank hold CBAY as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Cymabay Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 26 Cymabay Therapeutics shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Cymabay Therapeutics in Q2 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Cymabay Therapeutics position peaked at $0 in Q3 2023.
  • 200 funds tracked by Wall St. Rank held Cymabay Therapeutics as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.