Carson Wealth (CWM LLC)
PTN

Carson Wealth (CWM LLC)’s Palatin Technologies PTN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PTN Stock Details PTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed – – 4475
2023
Q2 		$0 Hold
3
– – ﹤0.01% 4411
2023
Q1 		$0 Hold
3
– – ﹤0.01% 4288
2022
Q4 		$0 Hold
3
– – ﹤0.01% 4197
2022
Q3 		$1K Hold
3
– – ﹤0.01% 3729
2022
Q2 		$1K Hold
3
– – ﹤0.01% 3608
2022
Q1 		$2K Hold
3
– – ﹤0.01% 3213
2021
Q4 		$2K Buy
+3
New +$1.78K ﹤0.01% 3168
2021
Q2 		$2K Hold
3
– – ﹤0.01% 2689
2021
Q1 		$2K Hold
3
– – ﹤0.01% 2689
2020
Q4 		$2K Hold
3
– – ﹤0.01% 2688
2020
Q3 		$2K Hold
3
– – ﹤0.01% 2687
2020
Q2 		$2K Hold
3
– – ﹤0.01% 2686
2020
Q1 		$2K Hold
3
– – ﹤0.01% 2686
2019
Q4 		$2K Hold
3
– – ﹤0.01% 2685
2019
Q3 		$2K Hold
3
– – ﹤0.01% 2685
2019
Q2 		$2K Hold
3
– – ﹤0.01% 2684
2019
Q1 		$2K Buy
+3
New +$3.14K ﹤0.01% 2681

Other funds holding PTN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PTN Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Palatin Technologies (PTN) in Q3 2023, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in PTN in Q1 2019 and held it in 17 quarters. The position peaked at $2K in Q1 2022. 30 funds tracked by Wall St. Rank hold PTN as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Palatin Technologies position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Palatin Technologies shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in Palatin Technologies in Q1 2019 and held it in 17 quarters.
  • Carson Wealth (CWM LLC)'s Palatin Technologies position peaked at $2K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Palatin Technologies as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.