Carson Wealth (CWM LLC)
TMDI

Carson Wealth (CWM LLC)’s Titan Medical Inc. Ordinary Shares TMDI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMDI Stock Details TMDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-31,420
Closed -$21K – 4478
2022
Q4 		$21K Hold
31,420
– – ﹤0.01% 2347
2022
Q3 		$14K Hold
31,420
– – ﹤0.01% 2495
2022
Q2 		$16K Buy
+31,420
New +$15.4K ﹤0.01% 2293

Other funds holding TMDI

EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
WA
Waterford Advisors Orchard Park, New York $315M AUM 15.21% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TMDI Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Titan Medical Inc. Ordinary Shares (TMDI) in Q1 2023, closing a stake of 31,420 shares — an estimated $21K sold.

Carson Wealth (CWM LLC) first reported a position in TMDI in Q2 2022 and held it in 3 quarters. The position peaked at $21K in Q4 2022. 12 funds tracked by Wall St. Rank hold TMDI as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Titan Medical Inc. Ordinary Shares position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 31,420 Titan Medical Inc. Ordinary Shares shares in Q1 2023, an estimated $21K.
  • Carson Wealth (CWM LLC) first reported a position in Titan Medical Inc. Ordinary Shares in Q2 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Titan Medical Inc. Ordinary Shares position peaked at $21K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Titan Medical Inc. Ordinary Shares as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.