Carson Wealth (CWM LLC)
CYCN icon

Carson Wealth (CWM LLC)’s Cyclerion Therapeutics CYCN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CYCN Stock Details CYCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed – – 4233
2023
Q2 		$0 Sell
14
-1
-7% -$5 ﹤0.01% 4215
2023
Q1 		$0 Hold
15
– – ﹤0.01% 4097
2022
Q4 		$0 Hold
15
– – ﹤0.01% 4008
2022
Q3 		$0 Hold
15
– – ﹤0.01% 3955
2022
Q2 		$0 Hold
15
– – ﹤0.01% 3839
2022
Q1 		$0 Hold
15
– – ﹤0.01% 3574
2021
Q4 		$1K Buy
+15
New +$709 ﹤0.01% 3276
2021
Q2 		$1K Hold
15
– – ﹤0.01% 2767
2021
Q1 		$1K Hold
15
– – ﹤0.01% 2767
2020
Q4 		$1K Hold
15
– – ﹤0.01% 2767
2020
Q3 		$1K Hold
15
– – ﹤0.01% 2767
2020
Q2 		$1K Hold
15
– – ﹤0.01% 2767
2020
Q1 		$1K Hold
15
– – ﹤0.01% 2766
2019
Q4 		$1K Hold
15
– – ﹤0.01% 2766
2019
Q3 		$1K Hold
15
– – ﹤0.01% 2766
2019
Q2 		$1K Buy
+15
New +$4.25K ﹤0.01% 2766

Other funds holding CYCN

SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCP
Tyndall Capital Partners New York $452K AUM 26.52% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CYCN Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Cyclerion Therapeutics (CYCN) in Q3 2023, closing a stake of 14 shares.

Carson Wealth (CWM LLC) first reported a position in CYCN in Q2 2019 and held it in 16 quarters. The position peaked at $1K in Q4 2021. 17 funds tracked by Wall St. Rank hold CYCN as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Cyclerion Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 14 Cyclerion Therapeutics shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in Cyclerion Therapeutics in Q2 2019 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Cyclerion Therapeutics position peaked at $1K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Cyclerion Therapeutics as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.