CM Wealth Advisors’s Bankunited BKU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,106	Closed	-$461K	–	193
2023 Q1	$461K	Buy	+21,106	New	+$688K	0.09%	268

Other funds holding BKU

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CM Wealth Advisors sold out of Bankunited (BKU) in Q2 2023, closing a stake of 21,106 shares — an estimated $461K sold.

CM Wealth Advisors first reported a position in BKU in Q1 2023 and held it in 1 quarter. The position peaked at $461K in Q1 2023. 215 funds tracked by Wall St. Rank hold BKU as of Q2 2023.

CM Wealth Advisors reported no remaining Bankunited position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 21,106 Bankunited shares in Q2 2023, an estimated $461K.
CM Wealth Advisors first reported a position in Bankunited in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Bankunited position peaked at $461K in Q1 2023.
215 funds tracked by Wall St. Rank held Bankunited as of Q2 2023.

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