CM Wealth Advisors’s Dayforce DAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,780	Closed	-$1.19M	–	443
2023 Q1	$1.19M	Buy	+18,780	New	+$1.33M	0.23%	124

Other funds holding DAY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of Dayforce (DAY) in Q2 2023, closing a stake of 18,780 shares — an estimated $1.19M sold.

CM Wealth Advisors first reported a position in DAY in Q1 2023 and held it in 1 quarter. The position peaked at $1.19M in Q1 2023. 361 funds tracked by Wall St. Rank hold DAY as of Q2 2023.

CM Wealth Advisors reported no remaining Dayforce position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 18,780 Dayforce shares in Q2 2023, an estimated $1.19M.
CM Wealth Advisors first reported a position in Dayforce in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Dayforce position peaked at $1.19M in Q1 2023.
361 funds tracked by Wall St. Rank held Dayforce as of Q2 2023.

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