Carson Wealth (CWM LLC)
AAN.A

Carson Wealth (CWM LLC)’s The Aaron's Company Inc Class A AAN.A Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9
Closed – – 2379
2018
Q3 		$0 Sell
9
-25
-74% – ﹤0.01% 2103
2018
Q2 		$1K Buy
34
+25
+278% +$735 ﹤0.01% 1675
2018
Q1 		$0 Hold
9
– – ﹤0.01% 1651
2017
Q4 		$0 Hold
9
– – ﹤0.01% 1668
2017
Q3 		$0 Hold
9
– – ﹤0.01% 1649
2017
Q2 		$0 Hold
9
– – ﹤0.01% 1402
2017
Q1 		$0 Buy
+9
New – ﹤0.01% 1424
2016
Q4 		– Sell
-600
Closed -$15K – 1264
2016
Q3 		$15K Buy
+600
New +$15K ﹤0.01% 615

Other funds holding AAN.A

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AAN.A Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of The Aaron's Company Inc Class A (AAN.A) in Q4 2018, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in AAN.A in Q3 2016 and held it in 8 quarters. The position peaked at $15K in Q3 2016. 256 funds tracked by Wall St. Rank hold AAN.A as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining The Aaron's Company Inc Class A position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9 The Aaron's Company Inc Class A shares in Q4 2018.
  • Carson Wealth (CWM LLC) first reported a position in The Aaron's Company Inc Class A in Q3 2016 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s The Aaron's Company Inc Class A position peaked at $15K in Q3 2016.
  • 256 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.