Carson Wealth (CWM LLC)
CODX

Carson Wealth (CWM LLC)’s Co-Diagnostics CODX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$4K Hold
17
– – ﹤0.01% 2413
2021
Q1 		$4K Hold
17
– – ﹤0.01% 2413
2020
Q4 		$4K Hold
17
– – ﹤0.01% 2413
2020
Q3 		$4K Hold
17
– – ﹤0.01% 2413
2020
Q2 		$4K Hold
17
– – ﹤0.01% 2413
2020
Q1 		$4K Hold
17
– – ﹤0.01% 2413
2019
Q4 		$4K Hold
17
– – ﹤0.01% 2412
2019
Q3 		$4K Hold
17
– – ﹤0.01% 2412
2019
Q2 		$4K Hold
17
– – ﹤0.01% 2412
2019
Q1 		$4K Buy
+17
New +$612 ﹤0.01% 2412

Other funds holding CODX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CODX Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Co-Diagnostics (CODX) position steady in Q2 2021 at 17 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Carson Wealth (CWM LLC) first reported a position in CODX in Q1 2019 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold CODX as of Q2 2021.

  • Carson Wealth (CWM LLC) held 17 shares of Co-Diagnostics worth $4K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Co-Diagnostics share count unchanged in Q2 2021.
  • Co-Diagnostics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2413 holding.
  • Carson Wealth (CWM LLC) first reported a position in Co-Diagnostics in Q1 2019 and has held it in 10 quarters since.
  • 88 funds tracked by Wall St. Rank held Co-Diagnostics as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.