CM Wealth Advisors’s DMC Global BOOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-22,423	Closed	-$419K	–	197
2023 Q1	$419K	Buy	+22,423	New	+$513K	0.08%	276

Other funds holding BOOM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of DMC Global (BOOM) in Q2 2023, closing a stake of 22,423 shares — an estimated $419K sold.

CM Wealth Advisors first reported a position in BOOM in Q1 2023 and held it in 1 quarter. The position peaked at $419K in Q1 2023. 133 funds tracked by Wall St. Rank hold BOOM as of Q2 2023.

CM Wealth Advisors reported no remaining DMC Global position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 22,423 DMC Global shares in Q2 2023, an estimated $419K.
CM Wealth Advisors first reported a position in DMC Global in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's DMC Global position peaked at $419K in Q1 2023.
133 funds tracked by Wall St. Rank held DMC Global as of Q2 2023.

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