CWA
CIR

CM Wealth Advisors’s CIRCOR International, Inc CIR Stock Holding History

CM Wealth Advisors’s Portfolio CIR Stock Details CIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-59,489
Closed -$1.58M – 460
2023
Q1 		$1.58M Buy
+59,489
New +$1.63M 0.31% 75

Other funds holding CIR

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CM Wealth Advisors sold out of CIRCOR International, Inc (CIR) in Q2 2023, closing a stake of 59,489 shares — an estimated $1.58M sold.

CM Wealth Advisors first reported a position in CIR in Q1 2023 and held it in 1 quarter. The position peaked at $1.58M in Q1 2023. 182 funds tracked by Wall St. Rank hold CIR as of Q2 2023.

  • CM Wealth Advisors reported no remaining CIRCOR International, Inc position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 59,489 CIRCOR International, Inc shares in Q2 2023, an estimated $1.58M.
  • CM Wealth Advisors first reported a position in CIRCOR International, Inc in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's CIRCOR International, Inc position peaked at $1.58M in Q1 2023.
  • 182 funds tracked by Wall St. Rank held CIRCOR International, Inc as of Q2 2023.

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