CM Wealth Advisors’s Argan AGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,117	Closed	-$1.11M	–	167
2023 Q1	$1.11M	Buy	+28,117	New	+$1.1M	0.22%	132

Other funds holding AGX

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CM Wealth Advisors sold out of Argan (AGX) in Q2 2023, closing a stake of 28,117 shares — an estimated $1.11M sold.

CM Wealth Advisors first reported a position in AGX in Q1 2023 and held it in 1 quarter. The position peaked at $1.11M in Q1 2023. 128 funds tracked by Wall St. Rank hold AGX as of Q2 2023.

CM Wealth Advisors reported no remaining Argan position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 28,117 Argan shares in Q2 2023, an estimated $1.11M.
CM Wealth Advisors first reported a position in Argan in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Argan position peaked at $1.11M in Q1 2023.
128 funds tracked by Wall St. Rank held Argan as of Q2 2023.

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