Carson Wealth (CWM LLC)
CDMO

Carson Wealth (CWM LLC)’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CDMO Stock Details CDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,116
Closed -$51K – 5274
2024
Q4 		$51K Sell
4,116
-135
-3% -$1.55K ﹤0.01% 2793
2024
Q3 		$48K Sell
4,251
-24
-0.6% -$241 ﹤0.01% 2730
2024
Q2 		$31K Buy
4,275
+220
+5% +$1.68K ﹤0.01% 2826
2024
Q1 		$27K Sell
4,055
-2,653
-40% -$18.3K ﹤0.01% 2723
2023
Q4 		$44K Buy
6,708
+6,500
+3,125% +$41.9K ﹤0.01% 2262
2023
Q3 		$2K Sell
208
-253
-55% -$3.04K ﹤0.01% 3886
2023
Q2 		$6K Sell
461
-21
-4% -$358 ﹤0.01% 3399
2023
Q1 		$9K Buy
482
+323
+203% +$5.31K ﹤0.01% 3043
2022
Q4 		$2K Sell
159
-6
-4% -$92 ﹤0.01% 3650
2022
Q3 		$3K Buy
+165
New +$3.01K ﹤0.01% 3388

Other funds holding CDMO

TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Avid Bioservices, Inc. Common Stock (CDMO) in Q1 2025, closing a stake of 4,116 shares — an estimated $51K sold.

Carson Wealth (CWM LLC) first reported a position in CDMO in Q3 2022 and held it in 10 quarters. The position peaked at $51K in Q4 2024. 2 funds tracked by Wall St. Rank hold CDMO as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Avid Bioservices, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,116 Avid Bioservices, Inc. Common Stock shares in Q1 2025, an estimated $51K.
  • Carson Wealth (CWM LLC) first reported a position in Avid Bioservices, Inc. Common Stock in Q3 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Avid Bioservices, Inc. Common Stock position peaked at $51K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Avid Bioservices, Inc. Common Stock as of Q1 2025.

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