Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s KALA BIO KALA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KALA Stock Details KALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$1K – 5127
2024
Q4 		$1K Hold
4
– – ﹤0.01% 4730
2024
Q3 		$1K Hold
4
– – ﹤0.01% 4610
2024
Q2 		$1K Hold
4
– – ﹤0.01% 4403
2024
Q1 		$2K Hold
4
– – ﹤0.01% 3996
2023
Q4 		$1K Hold
4
– – ﹤0.01% 3972
2023
Q3 		$2K Hold
4
– – ﹤0.01% 3822
2023
Q2 		$3K Buy
+4
New +$3.1K ﹤0.01% 3651

Other funds holding KALA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KALA Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of KALA BIO (KALA) in Q1 2025, closing a stake of 4 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in KALA in Q2 2023 and held it in 7 quarters. The position peaked at $3K in Q2 2023. 25 funds tracked by Wall St. Rank hold KALA as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining KALA BIO position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 KALA BIO shares in Q1 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in KALA BIO in Q2 2023 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s KALA BIO position peaked at $3K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held KALA BIO as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.