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Burt Wealth Advisors’s Commercial Metals CMC Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-86
Closed -$2K – 138
2020
Q4 		$2K Hold
86
– – ﹤0.01% 344
2020
Q3 		$2K Hold
86
– – ﹤0.01% 347
2020
Q2 		$2K Hold
86
– – ﹤0.01% 334
2020
Q1 		$1K Buy
+86
New +$1.64K ﹤0.01% 367

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Burt Wealth Advisors's CMC Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Commercial Metals (CMC) in Q1 2021, closing a stake of 86 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in CMC in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 274 funds tracked by Wall St. Rank hold CMC as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Commercial Metals position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 86 Commercial Metals shares in Q1 2021, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Commercial Metals in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Commercial Metals position peaked at $2K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.