Carson Wealth (CWM LLC)
PSTX

Carson Wealth (CWM LLC)’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSTX Stock Details PSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-179
Closed -$2K – 5281
2024
Q4 		$2K Sell
179
-94
-34% -$490 ﹤0.01% 4637
2024
Q3 		$1K Buy
273
+40
+17% +$124 ﹤0.01% 4773
2024
Q2 		$1K Buy
+233
New +$637 ﹤0.01% 4536

Other funds holding PSTX

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Poseida Therapeutics, Inc. Common Stock (PSTX) in Q1 2025, closing a stake of 179 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in PSTX in Q2 2024 and held it in 3 quarters. The position peaked at $2K in Q4 2024. 1 fund tracked by Wall St. Rank holds PSTX as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Poseida Therapeutics, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 179 Poseida Therapeutics, Inc. Common Stock shares in Q1 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Poseida Therapeutics, Inc. Common Stock in Q2 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Poseida Therapeutics, Inc. Common Stock position peaked at $2K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Poseida Therapeutics, Inc. Common Stock as of Q1 2025.

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