CWA
BHR

CM Wealth Advisors’s Braemar Hotels & Resorts BHR Stock Holding History

CM Wealth Advisors’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25,083
Closed -$89K – 190
2023
Q1 		$89K Buy
+25,083
New +$117K 0.02% 399

Other funds holding BHR

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

CM Wealth Advisors sold out of Braemar Hotels & Resorts (BHR) in Q2 2023, closing a stake of 25,083 shares — an estimated $89K sold.

CM Wealth Advisors first reported a position in BHR in Q1 2023 and held it in 1 quarter. The position peaked at $89K in Q1 2023. 121 funds tracked by Wall St. Rank hold BHR as of Q2 2023.

  • CM Wealth Advisors reported no remaining Braemar Hotels & Resorts position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 25,083 Braemar Hotels & Resorts shares in Q2 2023, an estimated $89K.
  • CM Wealth Advisors first reported a position in Braemar Hotels & Resorts in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Braemar Hotels & Resorts position peaked at $89K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2023.

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