Carson Wealth (CWM LLC)
RP

Carson Wealth (CWM LLC)’s RealPage, Inc. RP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RP Stock Details RP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-57
Closed -$3K – 3392
2018
Q4 		$3K Buy
57
+45
+375% +$2.35K ﹤0.01% 1693
2018
Q3 		$1K Hold
12
– – ﹤0.01% 1796
2018
Q2 		$1K Hold
12
– – ﹤0.01% 1649
2018
Q1 		$1K Hold
12
– – ﹤0.01% 1363
2017
Q4 		$1K Hold
12
– – ﹤0.01% 1423
2017
Q3 		$0 Hold
12
– – ﹤0.01% 1591
2017
Q2 		$0 Hold
12
– – ﹤0.01% 1344
2017
Q1 		$0 Buy
+12
New +$392 ﹤0.01% 1366

Other funds holding RP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of RealPage, Inc. (RP) in Q1 2019, closing a stake of 57 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in RP in Q1 2017 and held it in 8 quarters. The position peaked at $3K in Q4 2018. 274 funds tracked by Wall St. Rank hold RP as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining RealPage, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 57 RealPage, Inc. shares in Q1 2019, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in RealPage, Inc. in Q1 2017 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s RealPage, Inc. position peaked at $3K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held RealPage, Inc. as of Q1 2019.

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