Carson Wealth (CWM LLC)
PZG icon

Carson Wealth (CWM LLC)’s Paramount Gold Nevada PZG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PZG Stock Details PZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-62
Closed – – 3211
2018
Q4 		$0 Hold
62
– – ﹤0.01% 2217
2018
Q3 		$0 Hold
62
– – ﹤0.01% 1960
2018
Q2 		$0 Hold
62
– – ﹤0.01% 1758
2018
Q1 		$0 Hold
62
– – ﹤0.01% 1517
2017
Q4 		$0 Hold
62
– – ﹤0.01% 1554
2017
Q3 		$0 Hold
62
– – ﹤0.01% 1544
2017
Q2 		$0 Hold
62
– – ﹤0.01% 1284
2017
Q1 		$0 Buy
+62
New +$110 ﹤0.01% 1287

Other funds holding PZG

Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Paramount Gold Nevada (PZG) in Q1 2019, closing a stake of 62 shares.

Carson Wealth (CWM LLC) first reported a position in PZG in Q1 2017 and held it in 8 quarters. The position peaked at $0 in Q4 2018. 22 funds tracked by Wall St. Rank hold PZG as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Paramount Gold Nevada position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 62 Paramount Gold Nevada shares in Q1 2019.
  • Carson Wealth (CWM LLC) first reported a position in Paramount Gold Nevada in Q1 2017 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Paramount Gold Nevada position peaked at $0 in Q4 2018.
  • 22 funds tracked by Wall St. Rank held Paramount Gold Nevada as of Q1 2019.

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