Carson Wealth (CWM LLC)
SYT

Carson Wealth (CWM LLC)’s Syngenta Ag SYT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SYT Stock Details SYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2
Closed – – 1632
2017
Q4 		$0 Hold
2
– – ﹤0.01% 1652
2017
Q3 		$0 Hold
2
– – ﹤0.01% 1623
2017
Q2 		$0 Hold
2
– – ﹤0.01% 1375
2017
Q1 		$0 Sell
2
-1
-33% -$86 ﹤0.01% 1398
2016
Q4 		$0 Hold
3
– – ﹤0.01% 1237
2016
Q3 		$0 Hold
3
– – ﹤0.01% 1111
2016
Q2 		$0 Sell
3
-117
-98% -$9.47K ﹤0.01% 904
2016
Q1 		$10K Hold
120
– – ﹤0.01% 535
2015
Q4 		$9K Hold
120
– – ﹤0.01% 482
2015
Q3 		$8K Buy
+120
New +$9.14K ﹤0.01% 471
2014
Q1 		– Sell
-268
Closed -$21K – 576
2013
Q4 		$21K Hold
268
– – ﹤0.01% 363
2013
Q3 		$22K Buy
+268
New +$21.5K 0.01% 262

Other funds holding SYT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SYT Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Syngenta Ag (SYT) in Q1 2018, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in SYT in Q3 2013 and held it in 12 quarters. The position peaked at $22K in Q3 2013. 2 funds tracked by Wall St. Rank hold SYT as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Syngenta Ag position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Syngenta Ag shares in Q1 2018.
  • Carson Wealth (CWM LLC) first reported a position in Syngenta Ag in Q3 2013 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Syngenta Ag position peaked at $22K in Q3 2013.
  • 2 funds tracked by Wall St. Rank held Syngenta Ag as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.