Carson Wealth (CWM LLC)’s 2seventy bio TSVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,699	Closed	-$8K	–	5311
2025 Q1	$8K	Buy	+1,699	New	+$5.4K	﹤0.01%	4241
2024 Q4	–	Sell	-212	Closed	-$1K	–	5172
2024 Q3	$1K	Buy	212 +136	+179%	+$613	﹤0.01%	4727
2024 Q2	$0	Buy	76 +43	+130%	+$194	﹤0.01%	4950
2024 Q1	$0	Sell	33 -76	-70%	-$357	﹤0.01%	4754
2023 Q4	$0	Sell	109 -36	-25%	-$111	﹤0.01%	4521
2023 Q3	$1K	Buy	+145	New	+$951	﹤0.01%	4092
2023 Q2	–	Sell	-2	Closed	–	–	4462
2023 Q1	$0	Hold	2	–	–	﹤0.01%	4346
2022 Q4	$0	Hold	2	–	–	﹤0.01%	4257
2022 Q3	$0	Sell	2 -6	-75%	-$89	﹤0.01%	4189
2022 Q2	$0	Buy	+8	New	+$109	﹤0.01%	4105
2022 Q1	–	Sell	-10	Closed	–	–	3876
2021 Q4	$0	Buy	+10	New	+$312	﹤0.01%	3651

Other funds holding TSVT

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TSVT Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of 2seventy bio (TSVT) in Q2 2025, closing a stake of 1,699 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in TSVT in Q4 2021 and held it in 11 quarters. The position peaked at $8K in Q1 2025. 2 funds tracked by Wall St. Rank hold TSVT as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining 2seventy bio position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,699 2seventy bio shares in Q2 2025, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in 2seventy bio in Q4 2021 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s 2seventy bio position peaked at $8K in Q1 2025.
2 funds tracked by Wall St. Rank held 2seventy bio as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.