Carson Wealth (CWM LLC)’s iBio IBIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	–	–	4304
2023 Q1	$0	Buy	+1	New	+$26	﹤0.01%	4180

Other funds holding IBIO

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of iBio (IBIO) in Q2 2023, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in IBIO in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 28 funds tracked by Wall St. Rank hold IBIO as of Q2 2023.

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

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