Carson Wealth (CWM LLC)
VRTU

Carson Wealth (CWM LLC)’s Virtusa Corporation VRTU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VRTU Stock Details VRTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-37
Closed -$2K – 3400
2018
Q4 		$2K Sell
37
-7
-16% -$320 ﹤0.01% 1821
2018
Q3 		$2K Buy
+44
New +$2.39K ﹤0.01% 1590

Other funds holding VRTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Virtusa Corporation (VRTU) in Q1 2019, closing a stake of 37 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in VRTU in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 180 funds tracked by Wall St. Rank hold VRTU as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Virtusa Corporation position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 37 Virtusa Corporation shares in Q1 2019, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Virtusa Corporation in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Virtusa Corporation position peaked at $2K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held Virtusa Corporation as of Q1 2019.

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