Carson Wealth (CWM LLC)
XEC

Carson Wealth (CWM LLC)’s CIMAREX ENERGY CO XEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XEC Stock Details XEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$3K Hold
43
– – ﹤0.01% 2601
2021
Q1 		$3K Hold
43
– – ﹤0.01% 2599
2020
Q4 		$3K Hold
43
– – ﹤0.01% 2598
2020
Q3 		$3K Hold
43
– – ﹤0.01% 2597
2020
Q2 		$3K Hold
43
– – ﹤0.01% 2595
2020
Q1 		$3K Hold
43
– – ﹤0.01% 2593
2019
Q4 		$3K Hold
43
– – ﹤0.01% 2592
2019
Q3 		$3K Hold
43
– – ﹤0.01% 2592
2019
Q2 		$3K Hold
43
– – ﹤0.01% 2592
2019
Q1 		$3K Sell
43
-46
-52% -$3.31K ﹤0.01% 2591
2018
Q4 		$5K Sell
89
-64
-42% -$5.25K ﹤0.01% 1563
2018
Q3 		$14K Buy
153
+30
+24% +$2.75K ﹤0.01% 1065
2018
Q2 		$13K Hold
123
– – ﹤0.01% 942
2018
Q1 		$12K Hold
123
– – ﹤0.01% 824
2017
Q4 		$15K Hold
123
– – ﹤0.01% 783
2017
Q3 		$14K Buy
123
+70
+132% +$6.99K ﹤0.01% 815
2017
Q2 		$5K Sell
53
-35
-40% -$3.85K ﹤0.01% 896
2017
Q1 		$11K Sell
88
-28
-24% -$3.63K ﹤0.01% 733
2016
Q4 		$16K Buy
+116
New +$15.5K ﹤0.01% 643
2014
Q1 		– Sell
-34
Closed -$4K – 535
2013
Q4 		$4K Hold
34
– – ﹤0.01% 554
2013
Q3 		$3K Buy
+34
New +$2.75K ﹤0.01% 420

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XEC Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its CIMAREX ENERGY CO (XEC) position steady in Q2 2021 at 43 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Carson Wealth (CWM LLC) first reported a position in XEC in Q3 2013 and has held it in 21 quarters since. The position peaked at $16K in Q4 2016. 391 funds tracked by Wall St. Rank hold XEC as of Q2 2021.

  • Carson Wealth (CWM LLC) held 43 shares of CIMAREX ENERGY CO worth $3K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its CIMAREX ENERGY CO share count unchanged in Q2 2021.
  • CIMAREX ENERGY CO made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2601 holding.
  • Carson Wealth (CWM LLC) first reported a position in CIMAREX ENERGY CO in Q3 2013 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s CIMAREX ENERGY CO position peaked at $16K in Q4 2016.
  • 391 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.