Carson Wealth (CWM LLC)
LEXEA

Carson Wealth (CWM LLC)’s Liberty Expedia Holdings, Inc. Class A Common Stock LEXEA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LEXEA Stock Details LEXEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20
Closed -$1K – 1637
2017
Q3 		$1K Buy
+20
New +$1.08K ﹤0.01% 1445

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Vanguard Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LEXEA Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Liberty Expedia Holdings, Inc. Class A Common Stock (LEXEA) in Q4 2017, closing a stake of 20 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in LEXEA in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 221 funds tracked by Wall St. Rank hold LEXEA as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Liberty Expedia Holdings, Inc. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20 Liberty Expedia Holdings, Inc. Class A Common Stock shares in Q4 2017, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Liberty Expedia Holdings, Inc. Class A Common Stock in Q3 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Liberty Expedia Holdings, Inc. Class A Common Stock position peaked at $1K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held Liberty Expedia Holdings, Inc. Class A Common Stock as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.