CM Wealth Advisors’s Aptiv APTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,640	Closed	-$1.09M	–	174
2023 Q1	$1.09M	Buy	+10,640	New	+$1.17M	0.21%	137

Other funds holding APTV

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

CM Wealth Advisors sold out of Aptiv (APTV) in Q2 2023, closing a stake of 10,640 shares — an estimated $1.09M sold.

CM Wealth Advisors first reported a position in APTV in Q1 2023 and held it in 1 quarter. The position peaked at $1.09M in Q1 2023. 734 funds tracked by Wall St. Rank hold APTV as of Q2 2023.

CM Wealth Advisors reported no remaining Aptiv position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 10,640 Aptiv shares in Q2 2023, an estimated $1.09M.
CM Wealth Advisors first reported a position in Aptiv in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Aptiv position peaked at $1.09M in Q1 2023.
734 funds tracked by Wall St. Rank held Aptiv as of Q2 2023.

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