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CM Wealth Advisors’s Central Garden & Pet Co Class A CENTA Stock Holding History

CM Wealth Advisors’s Portfolio CENTA Stock Details CENTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,175
Closed -$559K – 209
2023
Q1 		$559K Buy
+20,175
New +$620K 0.11% 236

Other funds holding CENTA

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CM Wealth Advisors sold out of Central Garden & Pet Co Class A (CENTA) in Q2 2023, closing a stake of 20,175 shares — an estimated $559K sold.

CM Wealth Advisors first reported a position in CENTA in Q1 2023 and held it in 1 quarter. The position peaked at $559K in Q1 2023. 174 funds tracked by Wall St. Rank hold CENTA as of Q2 2023.

  • CM Wealth Advisors reported no remaining Central Garden & Pet Co Class A position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 20,175 Central Garden & Pet Co Class A shares in Q2 2023, an estimated $559K.
  • CM Wealth Advisors first reported a position in Central Garden & Pet Co Class A in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Central Garden & Pet Co Class A position peaked at $559K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Central Garden & Pet Co Class A as of Q2 2023.

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