Carson Wealth (CWM LLC)
PULM icon

Carson Wealth (CWM LLC)’s Pulmatrix PULM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PULM Stock Details PULM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$0 Hold
10
– – ﹤0.01% 2991
2021
Q1 		$0 Hold
10
– – ﹤0.01% 2990
2020
Q4 		$0 Hold
10
– – ﹤0.01% 2988
2020
Q3 		$0 Hold
10
– – ﹤0.01% 2987
2020
Q2 		$0 Hold
10
– – ﹤0.01% 2987
2020
Q1 		$0 Hold
10
– – ﹤0.01% 2987
2019
Q4 		$0 Hold
10
– – ﹤0.01% 2986
2019
Q3 		$0 Hold
10
– – ﹤0.01% 2986
2019
Q2 		$0 Hold
10
– – ﹤0.01% 2986
2019
Q1 		$0 Buy
+10
New +$335 ﹤0.01% 3208

Other funds holding PULM

Renaissance Technologies
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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
PVMCV
Polaris Venture Management Co V Boston, Massachusetts $14.1M AUM 121.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PULM Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Pulmatrix (PULM) position steady in Q2 2021 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Carson Wealth (CWM LLC) first reported a position in PULM in Q1 2019 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold PULM as of Q2 2021.

  • Carson Wealth (CWM LLC) held 10 shares of Pulmatrix worth $0 as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Pulmatrix share count unchanged in Q2 2021.
  • Pulmatrix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2991 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pulmatrix in Q1 2019 and has held it in 10 quarters since.
  • 22 funds tracked by Wall St. Rank held Pulmatrix as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.