Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vivani Medical VANI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VANI Stock Details VANI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-83
Closed – – 4777
2023
Q4 		$0 Sell
83
-83
-50% -$82 ﹤0.01% 4540
2023
Q3 		$0 Buy
+166
New +$183 ﹤0.01% 4550
2019
Q1 		– Sell
-6
Closed – – 3288
2018
Q4 		$0 Hold
6
– – ﹤0.01% 2253
2018
Q3 		$0 Hold
6
– – ﹤0.01% 2000
2018
Q2 		$0 Buy
+6
New +$261 ﹤0.01% 1781

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Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MMG
Monetary Management Group St Louis, Missouri $419M AUM 29.55% 1-Year Est. Return
State Street
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EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VANI Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Vivani Medical (VANI) in Q1 2024, closing a stake of 83 shares.

Carson Wealth (CWM LLC) first reported a position in VANI in Q2 2018 and held it in 5 quarters. The position peaked at $0 in Q4 2023. 25 funds tracked by Wall St. Rank hold VANI as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Vivani Medical position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 83 Vivani Medical shares in Q1 2024.
  • Carson Wealth (CWM LLC) first reported a position in Vivani Medical in Q2 2018 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Vivani Medical position peaked at $0 in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Vivani Medical as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.