Carson Wealth (CWM LLC)
CONE

Carson Wealth (CWM LLC)’s CyrusOne Inc Common Stock CONE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CONE Stock Details CONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,430
Closed -$128K – 4024
2021
Q4 		$128K Buy
+1,430
New +$121K ﹤0.01% 1207
2021
Q2 		$51K Hold
711
– – ﹤0.01% 1393
2021
Q1 		$51K Hold
711
– – ﹤0.01% 1393
2020
Q4 		$51K Hold
711
– – ﹤0.01% 1393
2020
Q3 		$51K Hold
711
– – ﹤0.01% 1393
2020
Q2 		$51K Hold
711
– – ﹤0.01% 1393
2020
Q1 		$51K Hold
711
– – ﹤0.01% 1393
2019
Q4 		$51K Hold
711
– – ﹤0.01% 1393
2019
Q3 		$51K Hold
711
– – ﹤0.01% 1393
2019
Q2 		$51K Hold
711
– – ﹤0.01% 1393
2019
Q1 		$51K Buy
711
+367
+107% +$19.2K ﹤0.01% 1393
2018
Q4 		$18K Buy
+344
New +$19.7K ﹤0.01% 1184
2018
Q3 		– Sell
-17
Closed -$1K – 2043
2018
Q2 		$1K Hold
17
– – ﹤0.01% 1641
2018
Q1 		$1K Sell
17
-117
-87% -$6.26K ﹤0.01% 1357
2017
Q4 		$8K Sell
134
-64
-32% -$3.88K ﹤0.01% 956
2017
Q3 		$12K Buy
+198
New +$11.8K ﹤0.01% 855

Other funds holding CONE

JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CONE Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of CyrusOne Inc Common Stock (CONE) in Q1 2022, closing a stake of 1,430 shares — an estimated $128K sold.

Carson Wealth (CWM LLC) first reported a position in CONE in Q3 2017 and held it in 16 quarters. The position peaked at $128K in Q4 2021. 3 funds tracked by Wall St. Rank hold CONE as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining CyrusOne Inc Common Stock position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,430 CyrusOne Inc Common Stock shares in Q1 2022, an estimated $128K.
  • Carson Wealth (CWM LLC) first reported a position in CyrusOne Inc Common Stock in Q3 2017 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s CyrusOne Inc Common Stock position peaked at $128K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.