Carson Wealth (CWM LLC)
SWIR

Carson Wealth (CWM LLC)’s Sierra Wireless SWIR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$2K – 2298
2018
Q3 		$2K Buy
+100
New +$1.86K ﹤0.01% 1587

Other funds holding SWIR

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SWIR Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Sierra Wireless (SWIR) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in SWIR in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 105 funds tracked by Wall St. Rank hold SWIR as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Sierra Wireless position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Sierra Wireless shares in Q4 2018, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Sierra Wireless in Q3 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Sierra Wireless position peaked at $2K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held Sierra Wireless as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.