Carson Wealth (CWM LLC)
IMA

Carson Wealth (CWM LLC)’s ImageneBio Inc IMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMA Stock Details IMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-82
Closed -$2K – 4966
2024
Q2 		$2K Buy
+82
New +$1.45K ﹤0.01% 4219
2024
Q1 		– Hold
0
– – – 4509

Other funds holding IMA

AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IMA Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of ImageneBio Inc (IMA) in Q3 2024, closing a stake of 82 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in IMA in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 57 funds tracked by Wall St. Rank hold IMA as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining ImageneBio Inc position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 82 ImageneBio Inc shares in Q3 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in ImageneBio Inc in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ImageneBio Inc position peaked at $2K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held ImageneBio Inc as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.