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CM Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

CM Wealth Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,061
Closed -$184K – 230
2023
Q1 		$184K Buy
+11,061
New +$200K 0.04% 379

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

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

CM Wealth Advisors sold out of CTO Realty Growth (CTO) in Q2 2023, closing a stake of 11,061 shares — an estimated $184K sold.

CM Wealth Advisors first reported a position in CTO in Q1 2023 and held it in 1 quarter. The position peaked at $184K in Q1 2023. 131 funds tracked by Wall St. Rank hold CTO as of Q2 2023.

  • CM Wealth Advisors reported no remaining CTO Realty Growth position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 11,061 CTO Realty Growth shares in Q2 2023, an estimated $184K.
  • CM Wealth Advisors first reported a position in CTO Realty Growth in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's CTO Realty Growth position peaked at $184K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2023.

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