Carson Wealth (CWM LLC)
RNAM

Carson Wealth (CWM LLC)’s Avidity Biosciences RNAM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RNAM Stock Details RNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-445
Closed -$32K – 5777
2025
Q4 		$32K Sell
445
-197
-31% -$12.7K ﹤0.01% 3914
2025
Q3 		$28K Buy
642
+605
+1,635% +$24.5K ﹤0.01% 3928
2025
Q2 		$1K Sell
37
-25
-40% -$745 ﹤0.01% 5061
2025
Q1 		$2K Buy
62
+52
+520% +$1.62K ﹤0.01% 4808
2024
Q4 		$0 Sell
10
-12
-55% -$501 ﹤0.01% 5116
2024
Q3 		$1K Buy
22
+14
+175% +$608 ﹤0.01% 4692
2024
Q2 		$0 Buy
+8
New +$230 ﹤0.01% 4889
2023
Q4 		– Sell
-216
Closed -$1K – 4470
2023
Q3 		$1K Buy
216
+142
+192% +$1.22K ﹤0.01% 4064
2023
Q2 		$1K Buy
+74
New +$928 ﹤0.01% 4050
2022
Q3 		– Sell
-100
Closed -$1K – 4150
2022
Q2 		$1K Buy
+100
New +$1.49K ﹤0.01% 3621

Other funds holding RNAM

CC
Corsicana & Co Corsicana, Texas $158M AUM

Carson Wealth (CWM LLC)'s RNAM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Avidity Biosciences (RNAM) in Q1 2026, closing a stake of 445 shares — an estimated $32K sold.

Carson Wealth (CWM LLC) first reported a position in RNAM in Q2 2022 and held it in 10 quarters. The position peaked at $32K in Q4 2025. 1 fund tracked by Wall St. Rank holds RNAM as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Avidity Biosciences position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 445 Avidity Biosciences shares in Q1 2026, an estimated $32K.
  • Carson Wealth (CWM LLC) first reported a position in Avidity Biosciences in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Avidity Biosciences position peaked at $32K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Avidity Biosciences as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.