Carson Wealth (CWM LLC)
SVA

Carson Wealth (CWM LLC)’s Sinovac Biotech, Ltd SVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SVA Stock Details SVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-500
Closed -$3K – 3519
2018
Q4 		$3K Hold
500
– – ﹤0.01% 1701
2018
Q3 		$4K Hold
500
– – ﹤0.01% 1433
2018
Q2 		$4K Hold
500
– – ﹤0.01% 1269
2018
Q1 		$4K Hold
500
– – ﹤0.01% 1074
2017
Q4 		$4K Hold
500
– – ﹤0.01% 1175
2017
Q3 		$4K Hold
500
– – ﹤0.01% 1179
2017
Q2 		$3K Hold
500
– – ﹤0.01% 988
2017
Q1 		$3K Hold
500
– – ﹤0.01% 963
2016
Q4 		$3K Hold
500
– – ﹤0.01% 957
2016
Q3 		$3K Hold
500
– – ﹤0.01% 904
2016
Q2 		$3K Hold
500
– – ﹤0.01% 699
2016
Q1 		$3K Buy
+500
New +$3K ﹤0.01% 670

Other funds holding SVA

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Sinovac Biotech, Ltd (SVA) in Q1 2019, closing a stake of 500 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in SVA in Q1 2016 and held it in 12 quarters. The position peaked at $4K in Q3 2018. 25 funds tracked by Wall St. Rank hold SVA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Sinovac Biotech, Ltd position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Sinovac Biotech, Ltd shares in Q1 2019, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Sinovac Biotech, Ltd in Q1 2016 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Sinovac Biotech, Ltd position peaked at $4K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held Sinovac Biotech, Ltd as of Q1 2019.

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