Carson Wealth (CWM LLC)
INZY

Carson Wealth (CWM LLC)’s Inozyme Pharma INZY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INZY Stock Details INZY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,169
Closed -$4K – 5202
2025
Q1 		$4K Buy
4,169
+4,061
+3,760% +$5.63K ﹤0.01% 4544
2024
Q4 		$0 Buy
108
+61
+130% +$232 ﹤0.01% 5025
2024
Q3 		$0 Buy
47
+33
+236% +$171 ﹤0.01% 4972
2024
Q2 		$0 Buy
14
+11
+367% +$53 ﹤0.01% 4742
2024
Q1 		$0 Buy
+3
New +$16 ﹤0.01% 4514

Other funds holding INZY

BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INZY Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Inozyme Pharma (INZY) in Q2 2025, closing a stake of 4,169 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in INZY in Q1 2024 and held it in 5 quarters. The position peaked at $4K in Q1 2025. 86 funds tracked by Wall St. Rank hold INZY as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Inozyme Pharma position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,169 Inozyme Pharma shares in Q2 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Inozyme Pharma in Q1 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Inozyme Pharma position peaked at $4K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Inozyme Pharma as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.