CM Wealth Advisors’s Commercial Metals CMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,658	Closed	-$301K	–	218
2023 Q1	$301K	Buy	+6,658	New	+$345K	0.06%	316

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

CM Wealth Advisors sold out of Commercial Metals (CMC) in Q2 2023, closing a stake of 6,658 shares — an estimated $301K sold.

CM Wealth Advisors first reported a position in CMC in Q1 2023 and held it in 1 quarter. The position peaked at $301K in Q1 2023. 430 funds tracked by Wall St. Rank hold CMC as of Q2 2023.

CM Wealth Advisors reported no remaining Commercial Metals position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,658 Commercial Metals shares in Q2 2023, an estimated $301K.
CM Wealth Advisors first reported a position in Commercial Metals in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Commercial Metals position peaked at $301K in Q1 2023.
430 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2023.

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