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CM Wealth Advisors’s Cross Country Healthcare CCRN Stock Holding History

CM Wealth Advisors’s Portfolio CCRN Stock Details CCRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-35,622
Closed -$799K – 204
2023
Q1 		$799K Buy
+35,622
New +$933K 0.15% 195

Other funds holding CCRN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

CM Wealth Advisors sold out of Cross Country Healthcare (CCRN) in Q2 2023, closing a stake of 35,622 shares — an estimated $799K sold.

CM Wealth Advisors first reported a position in CCRN in Q1 2023 and held it in 1 quarter. The position peaked at $799K in Q1 2023. 194 funds tracked by Wall St. Rank hold CCRN as of Q2 2023.

  • CM Wealth Advisors reported no remaining Cross Country Healthcare position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 35,622 Cross Country Healthcare shares in Q2 2023, an estimated $799K.
  • CM Wealth Advisors first reported a position in Cross Country Healthcare in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Cross Country Healthcare position peaked at $799K in Q1 2023.
  • 194 funds tracked by Wall St. Rank held Cross Country Healthcare as of Q2 2023.

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