Carson Wealth (CWM LLC)
CBM

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

Carson Wealth (CWM LLC)’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-42,120
Closed -$1.59M – 3450
2018
Q4 		$1.59M Buy
42,120
+7,612
+22% +$385K 0.04% 316
2018
Q3 		$2.36M Buy
+34,508
New +$2.13M 0.06% 241

Other funds holding CBM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Cambrex Corporation (CBM) in Q1 2019, closing a stake of 42,120 shares — an estimated $1.59M sold.

Carson Wealth (CWM LLC) first reported a position in CBM in Q3 2018 and held it in 2 quarters. The position peaked at $2.36M in Q3 2018. 211 funds tracked by Wall St. Rank hold CBM as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Cambrex Corporation position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 42,120 Cambrex Corporation shares in Q1 2019, an estimated $1.59M.
  • Carson Wealth (CWM LLC) first reported a position in Cambrex Corporation in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Cambrex Corporation position peaked at $2.36M in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Cambrex Corporation as of Q1 2019.

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