Carson Wealth (CWM LLC)
XPL icon

Carson Wealth (CWM LLC)’s Solitario Resources XPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XPL Stock Details XPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,900
Closed -$4K – 1330
2017
Q1 		$4K Buy
+4,900
New +$3.73K ﹤0.01% 913

Other funds holding XPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XPL Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of Solitario Resources (XPL) in Q2 2017, closing a stake of 4,900 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in XPL in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 22 funds tracked by Wall St. Rank hold XPL as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining Solitario Resources position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,900 Solitario Resources shares in Q2 2017, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Solitario Resources in Q1 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Solitario Resources position peaked at $4K in Q1 2017.
  • 22 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.