Carson Wealth (CWM LLC)
IXP icon

Carson Wealth (CWM LLC)’s iShares Global Comm Services ETF IXP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-714
Closed -$36K – 3114
2018
Q4 		$36K Buy
+714
New +$38.3K ﹤0.01% 964

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of iShares Global Comm Services ETF (IXP) in Q1 2019, closing a stake of 714 shares — an estimated $36K sold.

Carson Wealth (CWM LLC) first reported a position in IXP in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 77 funds tracked by Wall St. Rank hold IXP as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares Global Comm Services ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 714 iShares Global Comm Services ETF shares in Q1 2019, an estimated $36K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global Comm Services ETF in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares Global Comm Services ETF position peaked at $36K in Q4 2018.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2019.

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