AWA
CMBT

Arkadios Wealth Advisors’s CMB.TECH NV CMBT Stock Holding History

Arkadios Wealth Advisors’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,389
Closed -$13K – 1829
2021
Q3 		$13K Hold
1,389
– – ﹤0.01% 1378
2021
Q2 		$12K Buy
1,389
+5
+0.4% +$46 ﹤0.01% 1489
2021
Q1 		$12K Buy
+1,384
New +$12.2K ﹤0.01% 1142

Other funds holding CMBT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Arkadios Wealth Advisors's CMBT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of CMB.TECH NV (CMBT) in Q4 2021, closing a stake of 1,389 shares — an estimated $13K sold.

Arkadios Wealth Advisors first reported a position in CMBT in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 99 funds tracked by Wall St. Rank hold CMBT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining CMB.TECH NV position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,389 CMB.TECH NV shares in Q4 2021, an estimated $13K.
  • Arkadios Wealth Advisors first reported a position in CMB.TECH NV in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's CMB.TECH NV position peaked at $13K in Q3 2021.
  • 99 funds tracked by Wall St. Rank held CMB.TECH NV as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.