Carson Wealth (CWM LLC)
KPTI icon

Carson Wealth (CWM LLC)’s Karyopharm Therapeutics KPTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KPTI Stock Details KPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-417
Closed -$5K – 4985
2024
Q2 		$5K Buy
417
+416
+41,600% +$6.89K ﹤0.01% 3878
2024
Q1 		$0 Buy
+1
New +$18 ﹤0.01% 4532
2023
Q4 		– Hold
0
– – – 4335
2023
Q1 		– Sell
-12
Closed -$1K – 4204
2022
Q4 		$1K Buy
+12
New +$832 ﹤0.01% 3773

Other funds holding KPTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Karyopharm Therapeutics (KPTI) in Q3 2024, closing a stake of 417 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in KPTI in Q4 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2024. 91 funds tracked by Wall St. Rank hold KPTI as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Karyopharm Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 417 Karyopharm Therapeutics shares in Q3 2024, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Karyopharm Therapeutics in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Karyopharm Therapeutics position peaked at $5K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Karyopharm Therapeutics as of Q3 2024.

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