Carson Wealth (CWM LLC)
APHA

Carson Wealth (CWM LLC)’s Aphria Inc. Common Shares APHA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APHA Stock Details APHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-418
Closed -$2K – 3390
2018
Q4 		$2K Buy
+418
New +$3.29K ﹤0.01% 1820

Other funds holding APHA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s APHA Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Aphria Inc. Common Shares (APHA) in Q1 2019, closing a stake of 418 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in APHA in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 170 funds tracked by Wall St. Rank hold APHA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Aphria Inc. Common Shares position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 418 Aphria Inc. Common Shares shares in Q1 2019, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Aphria Inc. Common Shares in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Aphria Inc. Common Shares position peaked at $2K in Q4 2018.
  • 170 funds tracked by Wall St. Rank held Aphria Inc. Common Shares as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.