Carson Wealth (CWM LLC)
SGMO

Carson Wealth (CWM LLC)’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,271
Closed -$1K – 5129
2024
Q3 		$1K Sell
1,271
-125
-9% -$92 ﹤0.01% 4700
2024
Q2 		$1K Buy
1,396
+1,390
+23,167% +$751 ﹤0.01% 4475
2024
Q1 		$0 Buy
+6
New +$4 ﹤0.01% 4706
2023
Q4 		– Sell
-84
Closed – – 4481
2023
Q3 		$0 Sell
84
-168
-67% -$180 ﹤0.01% 4501
2023
Q2 		$0 Sell
252
-4,458
-95% -$6.09K ﹤0.01% 4436
2023
Q1 		$8K Buy
4,710
+3,351
+247% +$9.56K ﹤0.01% 3100
2022
Q4 		$4K Buy
1,359
+1,174
+635% +$4.56K ﹤0.01% 3328
2022
Q3 		$1K Buy
+185
New +$950 ﹤0.01% 3758
2022
Q1 		– Sell
-48
Closed – – 3839
2021
Q4 		$0 Buy
+48
New +$417 ﹤0.01% 3633

Other funds holding SGMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2024, closing a stake of 1,271 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SGMO in Q4 2021 and held it in 9 quarters. The position peaked at $8K in Q1 2023. 128 funds tracked by Wall St. Rank hold SGMO as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,271 SANGAMO THERAPEUTICS INC shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in SANGAMO THERAPEUTICS INC in Q4 2021 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s SANGAMO THERAPEUTICS INC position peaked at $8K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2024.

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