Carson Wealth (CWM LLC)
SNCR

Carson Wealth (CWM LLC)’s Synchronoss Technologies SNCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNCR Stock Details SNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,080
Closed -$9K – 5785
2025
Q4 		$9K Buy
1,080
+17
+2% +$105 ﹤0.01% 4609
2025
Q3 		$6K Buy
+1,063
New +$7.24K ﹤0.01% 4697

Other funds holding SNCR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNCR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Synchronoss Technologies (SNCR) in Q1 2026, closing a stake of 1,080 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in SNCR in Q3 2025 and held it in 2 quarters. The position peaked at $9K in Q4 2025. 1 fund tracked by Wall St. Rank holds SNCR as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Synchronoss Technologies position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,080 Synchronoss Technologies shares in Q1 2026, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Synchronoss Technologies in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Synchronoss Technologies position peaked at $9K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Synchronoss Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.