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CM Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

CM Wealth Advisors’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27,819
Closed -$929K – 219
2023
Q1 		$929K Buy
+27,819
New +$1.01M 0.18% 171

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

CM Wealth Advisors sold out of Columbus McKinnon (CMCO) in Q2 2023, closing a stake of 27,819 shares — an estimated $929K sold.

CM Wealth Advisors first reported a position in CMCO in Q1 2023 and held it in 1 quarter. The position peaked at $929K in Q1 2023. 167 funds tracked by Wall St. Rank hold CMCO as of Q2 2023.

  • CM Wealth Advisors reported no remaining Columbus McKinnon position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 27,819 Columbus McKinnon shares in Q2 2023, an estimated $929K.
  • CM Wealth Advisors first reported a position in Columbus McKinnon in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Columbus McKinnon position peaked at $929K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2023.

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