Carson Wealth (CWM LLC)
WPX

Carson Wealth (CWM LLC)’s WPX Energy, Inc. WPX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-235
Closed -$3K – 3404
2018
Q4 		$3K Sell
235
-313
-57% -$4.75K ﹤0.01% 1694
2018
Q3 		$11K Sell
548
-56
-9% -$1.04K ﹤0.01% 1138
2018
Q2 		$11K Hold
604
– – ﹤0.01% 988
2018
Q1 		$9K Buy
604
+169
+39% +$2.44K ﹤0.01% 882
2017
Q4 		$6K Hold
435
– – ﹤0.01% 1053
2017
Q3 		$5K Buy
435
+200
+85% +$2.05K ﹤0.01% 1108
2017
Q2 		$2K Sell
235
-92
-28% -$1.05K ﹤0.01% 1048
2017
Q1 		$4K Buy
327
+92
+39% +$1.23K ﹤0.01% 918
2016
Q4 		$3K Buy
235
+186
+380% +$2.46K ﹤0.01% 951
2016
Q3 		$1K Hold
49
– – ﹤0.01% 967
2016
Q2 		$0 Hold
49
– – ﹤0.01% 890
2016
Q1 		$0 Buy
+49
New +$250 ﹤0.01% 829
2015
Q4 		– Sell
-49
Closed – – 767
2015
Q3 		$0 Buy
+49
New +$410 ﹤0.01% 666

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of WPX Energy, Inc. (WPX) in Q1 2019, closing a stake of 235 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in WPX in Q3 2015 and held it in 13 quarters. The position peaked at $11K in Q3 2018. 416 funds tracked by Wall St. Rank hold WPX as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining WPX Energy, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 235 WPX Energy, Inc. shares in Q1 2019, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in WPX Energy, Inc. in Q3 2015 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s WPX Energy, Inc. position peaked at $11K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2019.

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