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Bogart Wealth LLC’s Commercial Metals CMC Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$2.39K Buy
39
+7
+22% +$505 ﹤0.01% 1233
2025
Q4 		$2.2K Sell
32
-10
-24% -$626 ﹤0.01% 1167
2025
Q3 		$2.39K Buy
42
+10
+31% +$553 ﹤0.01% 1124
2025
Q2 		$1.54K Buy
32
+1
+3% +$46 ﹤0.01% 1151
2025
Q1 		$1.45K Hold
31
– – ﹤0.01% 1121
2024
Q4 		$1.55K Hold
31
– – ﹤0.01% 1142
2024
Q3 		$1.72K Hold
31
– – ﹤0.01% 985
2024
Q2 		$1.71K Hold
31
– – ﹤0.01% 952
2024
Q1 		$1.82K Buy
+31
New +$1.64K ﹤0.01% 917

Other funds holding CMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return