Carson Wealth (CWM LLC)’s Edesa Biotech EDSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EDSA Stock Details EDSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21	Closed	–	–	4233
2023 Q1	$0	Buy	+21	New	+$219	﹤0.01%	4124

Other funds holding EDSA

VCIM

Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EDSA Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Edesa Biotech (EDSA) in Q2 2023, closing a stake of 21 shares.

Carson Wealth (CWM LLC) first reported a position in EDSA in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 22 funds tracked by Wall St. Rank hold EDSA as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Edesa Biotech position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 21 Edesa Biotech shares in Q2 2023.
Carson Wealth (CWM LLC) first reported a position in Edesa Biotech in Q1 2023 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Edesa Biotech position peaked at $0 in Q1 2023.
22 funds tracked by Wall St. Rank held Edesa Biotech as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.