Carson Wealth (CWM LLC)
ZOM

Carson Wealth (CWM LLC)’s Zomedica Corp. ZOM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZOM Stock Details ZOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed – – 5305
2024
Q2 		$0 Sell
1,000
-34,000
-97% -$5.09K ﹤0.01% 5094
2024
Q1 		$5K Hold
35,000
– – ﹤0.01% 3716
2023
Q4 		$7K Buy
35,000
+34,540
+7,509% +$6.07K ﹤0.01% 3388
2023
Q3 		$0 Buy
+460
New +$89 ﹤0.01% 4681
2022
Q1 		– Sell
-166
Closed – – 4047
2021
Q4 		$0 Buy
+166
New +$75 ﹤0.01% 3718
2021
Q2 		$0 Hold
166
– – ﹤0.01% 3047
2021
Q1 		$0 Hold
166
– – ﹤0.01% 3044
2020
Q4 		$0 Hold
166
– – ﹤0.01% 3041
2020
Q3 		$0 Hold
166
– – ﹤0.01% 3037
2020
Q2 		$0 Hold
166
– – ﹤0.01% 3035
2020
Q1 		$0 Hold
166
– – ﹤0.01% 3032
2019
Q4 		$0 Hold
166
– – ﹤0.01% 3030
2019
Q3 		$0 Hold
166
– – ﹤0.01% 3030
2019
Q2 		$0 Hold
166
– – ﹤0.01% 3029
2019
Q1 		$0 Buy
+166
New +$146 ﹤0.01% 3417

Other funds holding ZOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZOM Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Zomedica Corp. (ZOM) in Q3 2024, closing a stake of 1,000 shares.

Carson Wealth (CWM LLC) first reported a position in ZOM in Q1 2019 and held it in 15 quarters. The position peaked at $7K in Q4 2023. 84 funds tracked by Wall St. Rank hold ZOM as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Zomedica Corp. position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Zomedica Corp. shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Zomedica Corp. in Q1 2019 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Zomedica Corp. position peaked at $7K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Zomedica Corp. as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.