CM Wealth Advisors’s ARKO Corp ARKO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,270	Closed	-$158K	–	175
2023 Q1	$158K	Buy	+19,270	New	+$161K	0.03%	384

Other funds holding ARKO

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

HP Holding New York $84.5M AUM 4.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CM Wealth Advisors sold out of ARKO Corp (ARKO) in Q2 2023, closing a stake of 19,270 shares — an estimated $158K sold.

CM Wealth Advisors first reported a position in ARKO in Q1 2023 and held it in 1 quarter. The position peaked at $158K in Q1 2023. 93 funds tracked by Wall St. Rank hold ARKO as of Q2 2023.

CM Wealth Advisors reported no remaining ARKO Corp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 19,270 ARKO Corp shares in Q2 2023, an estimated $158K.
CM Wealth Advisors first reported a position in ARKO Corp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's ARKO Corp position peaked at $158K in Q1 2023.
93 funds tracked by Wall St. Rank held ARKO Corp as of Q2 2023.

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