CM Wealth Advisors’s Arbutus Biopharma ABUS Stock Holding History

CM Wealth Advisors’s Portfolio ABUS Stock Details ABUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-37,096	Closed	-$94K	–	165
2023 Q1	$94K	Buy	+37,096	New	+$105K	0.02%	398

Other funds holding ABUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CM Wealth Advisors's ABUS Position: Q2 2023 in Review

CM Wealth Advisors sold out of Arbutus Biopharma (ABUS) in Q2 2023, closing a stake of 37,096 shares — an estimated $94K sold.

CM Wealth Advisors first reported a position in ABUS in Q1 2023 and held it in 1 quarter. The position peaked at $94K in Q1 2023. 111 funds tracked by Wall St. Rank hold ABUS as of Q2 2023.

CM Wealth Advisors reported no remaining Arbutus Biopharma position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 37,096 Arbutus Biopharma shares in Q2 2023, an estimated $94K.
CM Wealth Advisors first reported a position in Arbutus Biopharma in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Arbutus Biopharma position peaked at $94K in Q1 2023.
111 funds tracked by Wall St. Rank held Arbutus Biopharma as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.