Carson Wealth (CWM LLC)
AUO

Carson Wealth (CWM LLC)’s AU Optronics Corp AUO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AUO Stock Details AUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-100
Closed – – 3512
2018
Q4 		$0 Hold
100
– – ﹤0.01% 2373
2018
Q3 		$0 Buy
+100
New +$425 ﹤0.01% 2098

Other funds holding AUO

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Aperio Group
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of AU Optronics Corp (AUO) in Q1 2019, closing a stake of 100 shares.

Carson Wealth (CWM LLC) first reported a position in AUO in Q3 2018 and held it in 2 quarters. The position peaked at $0 in Q4 2018. 116 funds tracked by Wall St. Rank hold AUO as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining AU Optronics Corp position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 AU Optronics Corp shares in Q1 2019.
  • Carson Wealth (CWM LLC) first reported a position in AU Optronics Corp in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s AU Optronics Corp position peaked at $0 in Q4 2018.
  • 116 funds tracked by Wall St. Rank held AU Optronics Corp as of Q1 2019.

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