Carson Wealth (CWM LLC)’s Instil Bio TIL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIL Stock Details TIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	–	–	4253
2022 Q3	$0	Hold	1	–	–	﹤0.01%	4183
2022 Q2	$0	Buy	+1	New	+$142	﹤0.01%	4093

Other funds holding TIL

CVV

Curative Ventures V Dallas, Texas $15.6M AUM 52.53% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TIL Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Instil Bio (TIL) in Q4 2022, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in TIL in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 78 funds tracked by Wall St. Rank hold TIL as of Q4 2022.

Carson Wealth (CWM LLC) reported no remaining Instil Bio position as of Q4 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1 Instil Bio share in Q4 2022.
Carson Wealth (CWM LLC) first reported a position in Instil Bio in Q2 2022 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Instil Bio position peaked at $0 in Q3 2022.
78 funds tracked by Wall St. Rank held Instil Bio as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.