Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Insight Molecular Diagnostics IMDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMDX Stock Details IMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5
Closed – – 4014
2022
Q1 		$0 Hold
5
– – ﹤0.01% 3764
2021
Q4 		$0 Buy
+5
New +$288 ﹤0.01% 3605
2021
Q2 		$1K Hold
5
– – ﹤0.01% 2832
2021
Q1 		$1K Hold
5
– – ﹤0.01% 2832
2020
Q4 		$1K Hold
5
– – ﹤0.01% 2831
2020
Q3 		$1K Hold
5
– – ﹤0.01% 2831
2020
Q2 		$1K Hold
5
– – ﹤0.01% 2830
2020
Q1 		$1K Hold
5
– – ﹤0.01% 2829
2019
Q4 		$1K Hold
5
– – ﹤0.01% 2822
2019
Q3 		$1K Hold
5
– – ﹤0.01% 2823
2019
Q2 		$1K Hold
5
– – ﹤0.01% 2825
2019
Q1 		$1K Sell
5
-11
-69% -$709 ﹤0.01% 2824
2018
Q4 		$0 Hold
16
– – ﹤0.01% 2204
2018
Q3 		$1K Hold
16
– – ﹤0.01% 1714
2018
Q2 		$1K Buy
+16
New +$788 ﹤0.01% 1560

Other funds holding IMDX

Broadwood Capital
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
Pura Vida Investments
Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OrbiMed
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Defender Capital
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Insight Molecular Diagnostics (IMDX) in Q2 2022, closing a stake of 5 shares.

Carson Wealth (CWM LLC) first reported a position in IMDX in Q2 2018 and held it in 15 quarters. The position peaked at $1K in Q2 2021. 75 funds tracked by Wall St. Rank hold IMDX as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Insight Molecular Diagnostics position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5 Insight Molecular Diagnostics shares in Q2 2022.
  • Carson Wealth (CWM LLC) first reported a position in Insight Molecular Diagnostics in Q2 2018 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Insight Molecular Diagnostics position peaked at $1K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q2 2022.

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