CM Wealth Advisors’s eGain EGAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-57,475	Closed	-$418K	–	245
2023 Q1	$418K	Buy	+57,475	New	+$494K	0.08%	277

Other funds holding EGAN

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

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

CM Wealth Advisors sold out of eGain (EGAN) in Q2 2023, closing a stake of 57,475 shares — an estimated $418K sold.

CM Wealth Advisors first reported a position in EGAN in Q1 2023 and held it in 1 quarter. The position peaked at $418K in Q1 2023. 74 funds tracked by Wall St. Rank hold EGAN as of Q2 2023.

CM Wealth Advisors reported no remaining eGain position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 57,475 eGain shares in Q2 2023, an estimated $418K.
CM Wealth Advisors first reported a position in eGain in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's eGain position peaked at $418K in Q1 2023.
74 funds tracked by Wall St. Rank held eGain as of Q2 2023.

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