CWA
DVAX

CM Wealth Advisors’s Dynavax Technologies DVAX Stock Holding History

CM Wealth Advisors’s Portfolio DVAX Stock Details DVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,503
Closed -$385K – 242
2023
Q1 		$385K Buy
+36,503
New +$390K 0.07% 289

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
CC
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

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

CM Wealth Advisors sold out of Dynavax Technologies (DVAX) in Q2 2023, closing a stake of 36,503 shares — an estimated $385K sold.

CM Wealth Advisors first reported a position in DVAX in Q1 2023 and held it in 1 quarter. The position peaked at $385K in Q1 2023. 215 funds tracked by Wall St. Rank hold DVAX as of Q2 2023.

  • CM Wealth Advisors reported no remaining Dynavax Technologies position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 36,503 Dynavax Technologies shares in Q2 2023, an estimated $385K.
  • CM Wealth Advisors first reported a position in Dynavax Technologies in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Dynavax Technologies position peaked at $385K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Dynavax Technologies as of Q2 2023.

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