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CM Wealth Advisors’s Amerant Bancorp AMTB Stock Holding History

CM Wealth Advisors’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,466
Closed -$410K – 171
2023
Q1 		$410K Buy
+22,466
New +$598K 0.08% 281

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return

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

CM Wealth Advisors sold out of Amerant Bancorp (AMTB) in Q2 2023, closing a stake of 22,466 shares — an estimated $410K sold.

CM Wealth Advisors first reported a position in AMTB in Q1 2023 and held it in 1 quarter. The position peaked at $410K in Q1 2023. 86 funds tracked by Wall St. Rank hold AMTB as of Q2 2023.

  • CM Wealth Advisors reported no remaining Amerant Bancorp position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 22,466 Amerant Bancorp shares in Q2 2023, an estimated $410K.
  • CM Wealth Advisors first reported a position in Amerant Bancorp in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Amerant Bancorp position peaked at $410K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2023.

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