Carson Wealth (CWM LLC)
STMP

Carson Wealth (CWM LLC)’s Stamps.com, Inc. STMP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STMP Stock Details STMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-123
Closed -$19K – 3520
2018
Q4 		$19K Buy
123
+9
+8% +$1.6K ﹤0.01% 1169
2018
Q3 		$26K Hold
114
– – ﹤0.01% 900
2018
Q2 		$29K Buy
+114
New +$27.5K ﹤0.01% 766

Other funds holding STMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Stamps.com, Inc. (STMP) in Q1 2019, closing a stake of 123 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in STMP in Q2 2018 and held it in 3 quarters. The position peaked at $29K in Q2 2018. 251 funds tracked by Wall St. Rank hold STMP as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Stamps.com, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 123 Stamps.com, Inc. shares in Q1 2019, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in Stamps.com, Inc. in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Stamps.com, Inc. position peaked at $29K in Q2 2018.
  • 251 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q1 2019.

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