CM Wealth Advisors’s Cullinan Oncology CGEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,775	Closed	-$148K	–	211
2023 Q1	$148K	Buy	+14,775	New	+$163K	0.03%	386

Other funds holding CGEM

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

CHI Advisors New York $252M AUM 56.99% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

CM Wealth Advisors sold out of Cullinan Oncology (CGEM) in Q2 2023, closing a stake of 14,775 shares — an estimated $148K sold.

CM Wealth Advisors first reported a position in CGEM in Q1 2023 and held it in 1 quarter. The position peaked at $148K in Q1 2023. 106 funds tracked by Wall St. Rank hold CGEM as of Q2 2023.

CM Wealth Advisors reported no remaining Cullinan Oncology position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 14,775 Cullinan Oncology shares in Q2 2023, an estimated $148K.
CM Wealth Advisors first reported a position in Cullinan Oncology in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Cullinan Oncology position peaked at $148K in Q1 2023.
106 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2023.

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