Carson Wealth (CWM LLC)
AVX

Carson Wealth (CWM LLC)’s AVX Corporation AVX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVX Stock Details AVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16
Closed – – 2328
2018
Q3 		$0 Hold
16
– – ﹤0.01% 2064
2018
Q2 		$0 Hold
16
– – ﹤0.01% 1816
2018
Q1 		$0 Hold
16
– – ﹤0.01% 1592
2017
Q4 		$0 Hold
16
– – ﹤0.01% 1628
2017
Q3 		$0 Hold
16
– – ﹤0.01% 1601
2017
Q2 		$0 Hold
16
– – ﹤0.01% 1356
2017
Q1 		$0 Buy
+16
New +$256 ﹤0.01% 1374

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RA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of AVX Corporation (AVX) in Q4 2018, closing a stake of 16 shares.

Carson Wealth (CWM LLC) first reported a position in AVX in Q1 2017 and held it in 7 quarters. The position peaked at $0 in Q3 2018. 160 funds tracked by Wall St. Rank hold AVX as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining AVX Corporation position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 16 AVX Corporation shares in Q4 2018.
  • Carson Wealth (CWM LLC) first reported a position in AVX Corporation in Q1 2017 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s AVX Corporation position peaked at $0 in Q3 2018.
  • 160 funds tracked by Wall St. Rank held AVX Corporation as of Q4 2018.

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