Carson Wealth (CWM LLC)
KERX

Carson Wealth (CWM LLC)’s Keryx Biopharmaceuticals Inc KERX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KERX Stock Details KERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-500
Closed -$2K – 1826
2018
Q1 		$2K Buy
+500
New +$2.33K ﹤0.01% 1230

Other funds holding KERX

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KERX Position: Q2 2018 in Review

Carson Wealth (CWM LLC) sold out of Keryx Biopharmaceuticals Inc (KERX) in Q2 2018, closing a stake of 500 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in KERX in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 131 funds tracked by Wall St. Rank hold KERX as of Q2 2018.

  • Carson Wealth (CWM LLC) reported no remaining Keryx Biopharmaceuticals Inc position as of Q2 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Keryx Biopharmaceuticals Inc shares in Q2 2018, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Keryx Biopharmaceuticals Inc in Q1 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Keryx Biopharmaceuticals Inc position peaked at $2K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held Keryx Biopharmaceuticals Inc as of Q2 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2018, filed 31 Jul 2018.