CM Wealth Advisors’s Coherus Oncology CHRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,148	Closed	-$144K	–	214
2023 Q1	$144K	Buy	+19,148	New	+$149K	0.03%	388

Other funds holding CHRS

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

CM Wealth Advisors sold out of Coherus Oncology (CHRS) in Q2 2023, closing a stake of 19,148 shares — an estimated $144K sold.

CM Wealth Advisors first reported a position in CHRS in Q1 2023 and held it in 1 quarter. The position peaked at $144K in Q1 2023. 161 funds tracked by Wall St. Rank hold CHRS as of Q2 2023.

CM Wealth Advisors reported no remaining Coherus Oncology position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 19,148 Coherus Oncology shares in Q2 2023, an estimated $144K.
CM Wealth Advisors first reported a position in Coherus Oncology in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Coherus Oncology position peaked at $144K in Q1 2023.
161 funds tracked by Wall St. Rank held Coherus Oncology as of Q2 2023.

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