Carson Wealth (CWM LLC)
RBOT

Carson Wealth (CWM LLC)’s Vicarious Surgical RBOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53
Closed – – 5110
2024
Q3 		$0 Sell
53
-30
-36% -$199 ﹤0.01% 5091
2024
Q2 		$0 Buy
+83
New +$743 ﹤0.01% 4881
2023
Q1 		– Sell
-5
Closed – – 4293
2022
Q4 		$0 Buy
+5
New +$465 ﹤0.01% 4200

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RBOT Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Vicarious Surgical (RBOT) in Q4 2024, closing a stake of 53 shares.

Carson Wealth (CWM LLC) first reported a position in RBOT in Q4 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 30 funds tracked by Wall St. Rank hold RBOT as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Vicarious Surgical position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 53 Vicarious Surgical shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in Vicarious Surgical in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Vicarious Surgical position peaked at $0 in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Vicarious Surgical as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.