Carson Wealth (CWM LLC)
AIMT

Carson Wealth (CWM LLC)’s Aimmune Therapeutics AIMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIMT Stock Details AIMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18
Closed – – 2317
2018
Q3 		$0 Hold
18
– – ﹤0.01% 2057
2018
Q2 		$0 Hold
18
– – ﹤0.01% 1811
2018
Q1 		$1K Hold
18
– – ﹤0.01% 1368
2017
Q4 		$1K Hold
18
– – ﹤0.01% 1424
2017
Q3 		$0 Hold
18
– – ﹤0.01% 1596
2017
Q2 		$0 Hold
18
– – ﹤0.01% 1351
2017
Q1 		$0 Buy
+18
New +$369 ﹤0.01% 1370

Other funds holding AIMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AC
Aisling Capital New York $45.3M AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AIMT Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Aimmune Therapeutics (AIMT) in Q4 2018, closing a stake of 18 shares.

Carson Wealth (CWM LLC) first reported a position in AIMT in Q1 2017 and held it in 7 quarters. The position peaked at $1K in Q1 2018. 132 funds tracked by Wall St. Rank hold AIMT as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Aimmune Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 18 Aimmune Therapeutics shares in Q4 2018.
  • Carson Wealth (CWM LLC) first reported a position in Aimmune Therapeutics in Q1 2017 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Aimmune Therapeutics position peaked at $1K in Q1 2018.
  • 132 funds tracked by Wall St. Rank held Aimmune Therapeutics as of Q4 2018.

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