Carson Wealth (CWM LLC)
STVN icon

Carson Wealth (CWM LLC)’s Stevanato STVN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STVN Stock Details STVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-51
Closed -$2K – 4517
2023
Q2 		$2K Hold
51
– – ﹤0.01% 3853
2023
Q1 		$1K Sell
51
-96
-65% -$2.06K ﹤0.01% 3930
2022
Q4 		$3K Buy
+147
New +$2.44K ﹤0.01% 3454

Other funds holding STVN

CCA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Stevanato (STVN) in Q3 2023, closing a stake of 51 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in STVN in Q4 2022 and held it in 3 quarters. The position peaked at $3K in Q4 2022. 126 funds tracked by Wall St. Rank hold STVN as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Stevanato position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 51 Stevanato shares in Q3 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Stevanato in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Stevanato position peaked at $3K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Stevanato as of Q3 2023.

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