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Ariadne Wealth Management’s Commercial Metals CMC Stock Holding History

Ariadne Wealth Management’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,285
Closed -$418K – 232
2024
Q2 		$418K Buy
+13,285
New +$733K 0.32% 70

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ariadne Wealth Management's CMC Position: Q3 2024 in Review

Ariadne Wealth Management sold out of Commercial Metals (CMC) in Q3 2024, closing a stake of 13,285 shares — an estimated $418K sold.

Ariadne Wealth Management first reported a position in CMC in Q2 2024 and held it in 1 quarter. The position peaked at $418K in Q2 2024. 419 funds tracked by Wall St. Rank hold CMC as of Q3 2024.

  • Ariadne Wealth Management reported no remaining Commercial Metals position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 13,285 Commercial Metals shares in Q3 2024, an estimated $418K.
  • Ariadne Wealth Management first reported a position in Commercial Metals in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Commercial Metals position peaked at $418K in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.