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CWM
CarsonAllaria Wealth Management’s
Jazz Pharmaceuticals
JAZZ
Stock Holding History
CarsonAllaria Wealth Management’s Portfolio
JAZZ Stock Details
JAZZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-8
Closed
-$849
–
211
2025
Q2
$849
Hold
8
–
–
﹤0.01%
341
2025
Q1
$993
Hold
8
–
–
﹤0.01%
346
2024
Q4
$985
Hold
8
–
–
﹤0.01%
329
2024
Q3
$891
Hold
8
–
–
﹤0.01%
367
2024
Q2
$854
Hold
8
–
–
﹤0.01%
354
2024
Q1
$963
Hold
8
–
–
﹤0.01%
367
2023
Q4
$984
Hold
8
–
–
﹤0.01%
330
2023
Q3
$1.04K
Hold
8
–
–
﹤0.01%
333
2023
Q2
$992
Hold
8
–
–
﹤0.01%
353
2023
Q1
$1.17K
Hold
8
–
–
﹤0.01%
327
2022
Q4
$1K
Hold
8
–
–
﹤0.01%
319
2022
Q3
$1K
Hold
8
–
–
﹤0.01%
315
2022
Q2
$1K
Hold
8
–
–
﹤0.01%
310
2022
Q1
$1K
Hold
8
–
–
﹤0.01%
320
2021
Q4
$1K
Buy
+8
New
+$1.05K
﹤0.01%
344
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1-Year Est. Return
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1-Year Est. Return
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$431B AUM
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1-Year Est. Return
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$2.34B AUM
204.53%
1-Year Est. Return
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$29.7B AUM
43.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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