Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PDS Biotechnology PDSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-42
Closed – – 5064
2024
Q2 		$0 Sell
42
-19
-31% -$61 ﹤0.01% 4852
2024
Q1 		$0 Hold
61
– – ﹤0.01% 4635
2023
Q4 		$0 Buy
+61
New +$303 ﹤0.01% 4421

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of PDS Biotechnology (PDSB) in Q3 2024, closing a stake of 42 shares.

Carson Wealth (CWM LLC) first reported a position in PDSB in Q4 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 57 funds tracked by Wall St. Rank hold PDSB as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining PDS Biotechnology position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 42 PDS Biotechnology shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in PDS Biotechnology in Q4 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s PDS Biotechnology position peaked at $0 in Q2 2024.
  • 57 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2024.

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