Carson Wealth (CWM LLC)’s Mesoblast MESO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MESO Stock Details MESO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	–	–	4350
2023 Q1	$0	Hold	1	–	–	﹤0.01%	4231
2022 Q4	$0	Hold	1	–	–	﹤0.01%	4138
2022 Q3	$0	Buy	+1	New	+$6	﹤0.01%	4082

Other funds holding MESO

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MESO Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Mesoblast (MESO) in Q2 2023, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in MESO in Q3 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 43 funds tracked by Wall St. Rank hold MESO as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Mesoblast position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1 Mesoblast share in Q2 2023.
Carson Wealth (CWM LLC) first reported a position in Mesoblast in Q3 2022 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Mesoblast position peaked at $0 in Q1 2023.
43 funds tracked by Wall St. Rank held Mesoblast as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.