Carson Wealth (CWM LLC)
TECD

Carson Wealth (CWM LLC)’s Tech Data Corp TECD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8
Closed -$1K – 3427
2018
Q4 		$1K Sell
8
-126
-94% -$9.57K ﹤0.01% 2049
2018
Q3 		$10K Buy
134
+126
+1,575% +$10.2K ﹤0.01% 1167
2018
Q2 		$1K Hold
8
– – ﹤0.01% 1654
2018
Q1 		$1K Hold
8
– – ﹤0.01% 1373
2017
Q4 		$1K Hold
8
– – ﹤0.01% 1426
2017
Q3 		$1K Hold
8
– – ﹤0.01% 1440
2017
Q2 		$1K Hold
8
– – ﹤0.01% 1168
2017
Q1 		$1K Buy
+8
New +$708 ﹤0.01% 1133

Other funds holding TECD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Tech Data Corp (TECD) in Q1 2019, closing a stake of 8 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TECD in Q1 2017 and held it in 8 quarters. The position peaked at $10K in Q3 2018. 291 funds tracked by Wall St. Rank hold TECD as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Tech Data Corp position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8 Tech Data Corp shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Tech Data Corp in Q1 2017 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Tech Data Corp position peaked at $10K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2019.

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