Carson Wealth (CWM LLC)
NTUS

Carson Wealth (CWM LLC)’s Natus Medical Inc NTUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NTUS Stock Details NTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-120
Closed -$4K – 3365
2018
Q4 		$4K Hold
120
– – ﹤0.01% 1628
2018
Q3 		$4K Hold
120
– – ﹤0.01% 1426
2018
Q2 		$4K Sell
120
-142
-54% -$4.98K ﹤0.01% 1265
2018
Q1 		$9K Sell
262
-49,280
-99% -$1.56M ﹤0.01% 881
2017
Q4 		$1.89M Sell
49,542
-2,212
-4% -$88.3K 0.08% 174
2017
Q3 		$1.94M Buy
+51,754
New +$1.83M 0.09% 159

Other funds holding NTUS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Natus Medical Inc (NTUS) in Q1 2019, closing a stake of 120 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in NTUS in Q3 2017 and held it in 6 quarters. The position peaked at $1.94M in Q3 2017. 168 funds tracked by Wall St. Rank hold NTUS as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Natus Medical Inc position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 120 Natus Medical Inc shares in Q1 2019, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Natus Medical Inc in Q3 2017 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Natus Medical Inc position peaked at $1.94M in Q3 2017.
  • 168 funds tracked by Wall St. Rank held Natus Medical Inc as of Q1 2019.

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