CM Wealth Advisors’s DHT Holdings DHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-45,398	Closed	-$427K	–	241
2023 Q1	$427K	Buy	+45,398	New	+$456K	0.08%	274

Other funds holding DHT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

CM Wealth Advisors sold out of DHT Holdings (DHT) in Q2 2023, closing a stake of 45,398 shares — an estimated $427K sold.

CM Wealth Advisors first reported a position in DHT in Q1 2023 and held it in 1 quarter. The position peaked at $427K in Q1 2023. 185 funds tracked by Wall St. Rank hold DHT as of Q2 2023.

CM Wealth Advisors reported no remaining DHT Holdings position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 45,398 DHT Holdings shares in Q2 2023, an estimated $427K.
CM Wealth Advisors first reported a position in DHT Holdings in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's DHT Holdings position peaked at $427K in Q1 2023.
185 funds tracked by Wall St. Rank held DHT Holdings as of Q2 2023.

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