Carson Wealth (CWM LLC)’s ESSA Pharma EPIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-88	Closed	-$1K	–	3872
2022 Q1	$1K	Buy	+88	New	+$774	﹤0.01%	3333

Other funds holding EPIX

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EPIX Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of ESSA Pharma (EPIX) in Q2 2022, closing a stake of 88 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EPIX in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 59 funds tracked by Wall St. Rank hold EPIX as of Q2 2022.

Carson Wealth (CWM LLC) reported no remaining ESSA Pharma position as of Q2 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 88 ESSA Pharma shares in Q2 2022, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in ESSA Pharma in Q1 2022 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s ESSA Pharma position peaked at $1K in Q1 2022.
59 funds tracked by Wall St. Rank held ESSA Pharma as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.