AWM
CMC icon

Avior Wealth Management’s Commercial Metals CMC Stock Holding History

Avior 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
2025
Q1 		– Sell
-4,400
Closed -$218K – 1039
2024
Q4 		$218K Hold
4,400
– – 0.01% 679
2024
Q3 		$242K Sell
4,400
-300
-6% -$16.2K 0.01% 653
2024
Q2 		$258K Sell
4,700
-155
-3% -$8.55K 0.01% 607
2024
Q1 		$285K Buy
4,855
+155
+3% +$8.21K 0.01% 601
2023
Q4 		$235K Sell
4,700
-1,209
-20% -$55.1K 0.01% 491
2023
Q3 		$292K Buy
5,909
+935
+19% +$50.8K 0.02% 448
2023
Q2 		$262K Buy
4,974
+217
+5% +$10.1K 0.02% 470
2023
Q1 		$233K Buy
4,757
+57
+1% +$2.95K 0.02% 501
2022
Q4 		$227K Hold
4,700
– – 0.02% 448
2022
Q3 		$166K Hold
4,700
– – 0.01% 470
2022
Q2 		$155K Sell
4,700
-502
-10% -$19.8K 0.02% 449
2022
Q1 		$216K Buy
5,202
+2
+0% +$75 0.02% 425
2021
Q4 		$188K Buy
+5,200
New +$172K 0.02% 440

Other funds holding CMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return