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CarsonAllaria Wealth Management’s Vivani Medical VANI Stock Holding History

CarsonAllaria Wealth Management’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
2023
Q2 		– Sell
-783
Closed -$783 – 401
2023
Q1 		$783 Hold
783
– – ﹤0.01% 349
2022
Q4 		$1K Hold
783
– – ﹤0.01% 332
2022
Q3 		$2K Hold
783
– – ﹤0.01% 287
2022
Q2 		$5K Hold
783
– – ﹤0.01% 234
2022
Q1 		$3K Hold
783
– – ﹤0.01% 292
2021
Q4 		$4K Buy
+783
New +$5.72K ﹤0.01% 293

Other funds holding VANI

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MMG
Monetary Management Group St Louis, Missouri $419M AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CarsonAllaria Wealth Management's VANI Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of Vivani Medical (VANI) in Q2 2023, closing a stake of 783 shares — an estimated $783 sold.

CarsonAllaria Wealth Management first reported a position in VANI in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q2 2022. 33 funds tracked by Wall St. Rank hold VANI as of Q2 2023.

  • CarsonAllaria Wealth Management reported no remaining Vivani Medical position as of Q2 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 783 Vivani Medical shares in Q2 2023, an estimated $783.
  • CarsonAllaria Wealth Management first reported a position in Vivani Medical in Q4 2021 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Vivani Medical position peaked at $5K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held Vivani Medical as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.