Carson Wealth (CWM LLC)
CY

Carson Wealth (CWM LLC)’s Cypress Semiconductor CY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CY Stock Details CY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-835
Closed -$11K – 3508
2018
Q4 		$11K Buy
835
+133
+19% +$1.76K ﹤0.01% 1319
2018
Q3 		$10K Buy
702
+67
+11% +$1.1K ﹤0.01% 1172
2018
Q2 		$10K Hold
635
– – ﹤0.01% 1021
2018
Q1 		$11K Hold
635
– – ﹤0.01% 843
2017
Q4 		$10K Hold
635
– – ﹤0.01% 901
2017
Q3 		$10K Buy
+635
New +$8.88K ﹤0.01% 903

Other funds holding CY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Cypress Semiconductor (CY) in Q1 2019, closing a stake of 835 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in CY in Q3 2017 and held it in 6 quarters. The position peaked at $11K in Q4 2018. 404 funds tracked by Wall St. Rank hold CY as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Cypress Semiconductor position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 835 Cypress Semiconductor shares in Q1 2019, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Cypress Semiconductor in Q3 2017 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Cypress Semiconductor position peaked at $11K in Q4 2018.
  • 404 funds tracked by Wall St. Rank held Cypress Semiconductor as of Q1 2019.

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