Carson Wealth (CWM LLC)
XLNX

Carson Wealth (CWM LLC)’s Xilinx Inc XLNX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XLNX Stock Details XLNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-696
Closed -$148K – 4033
2021
Q4 		$148K Buy
+696
New +$137K ﹤0.01% 1153
2021
Q2 		$10K Hold
70
– – ﹤0.01% 2132
2021
Q1 		$10K Hold
70
– – ﹤0.01% 2130
2020
Q4 		$10K Hold
70
– – ﹤0.01% 2130
2020
Q3 		$10K Hold
70
– – ﹤0.01% 2129
2020
Q2 		$10K Hold
70
– – ﹤0.01% 2128
2020
Q1 		$10K Hold
70
– – ﹤0.01% 2128
2019
Q4 		$10K Hold
70
– – ﹤0.01% 2128
2019
Q3 		$10K Hold
70
– – ﹤0.01% 2128
2019
Q2 		$10K Hold
70
– – ﹤0.01% 2128
2019
Q1 		$10K Buy
70
+2
+3% +$225 ﹤0.01% 2128
2018
Q4 		$6K Sell
68
-15
-18% -$1.25K ﹤0.01% 1500
2018
Q3 		$7K Buy
83
+15
+22% +$1.1K ﹤0.01% 1272
2018
Q2 		$4K Hold
68
– – ﹤0.01% 1266
2018
Q1 		$5K Hold
68
– – ﹤0.01% 1027
2017
Q4 		$5K Hold
68
– – ﹤0.01% 1111
2017
Q3 		$5K Sell
68
-104
-60% -$6.79K ﹤0.01% 1106
2017
Q2 		$11K Hold
172
– – ﹤0.01% 766
2017
Q1 		$10K Buy
172
+166
+2,767% +$9.76K ﹤0.01% 760
2016
Q4 		$0 Hold
6
– – ﹤0.01% 1213
2016
Q3 		$0 Hold
6
– – ﹤0.01% 1091
2016
Q2 		$0 Buy
+6
New +$274 ﹤0.01% 885

Other funds holding XLNX

PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XLNX Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Xilinx Inc (XLNX) in Q1 2022, closing a stake of 696 shares — an estimated $148K sold.

Carson Wealth (CWM LLC) first reported a position in XLNX in Q2 2016 and held it in 22 quarters. The position peaked at $148K in Q4 2021. 4 funds tracked by Wall St. Rank hold XLNX as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Xilinx Inc position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 696 Xilinx Inc shares in Q1 2022, an estimated $148K.
  • Carson Wealth (CWM LLC) first reported a position in Xilinx Inc in Q2 2016 and held it in 22 quarters.
  • Carson Wealth (CWM LLC)'s Xilinx Inc position peaked at $148K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Xilinx Inc as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.