CWA
FARM

CM Wealth Advisors’s Farmer Brothers FARM Stock Holding History

CM Wealth Advisors’s Portfolio FARM Stock Details FARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-211,866
Closed -$600K – 254
2023
Q1 		$600K Buy
+211,866
New +$957K 0.12% 227

Other funds holding FARM

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

CM Wealth Advisors sold out of Farmer Brothers (FARM) in Q2 2023, closing a stake of 211,866 shares — an estimated $600K sold.

CM Wealth Advisors first reported a position in FARM in Q1 2023 and held it in 1 quarter. The position peaked at $600K in Q1 2023. 43 funds tracked by Wall St. Rank hold FARM as of Q2 2023.

  • CM Wealth Advisors reported no remaining Farmer Brothers position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 211,866 Farmer Brothers shares in Q2 2023, an estimated $600K.
  • CM Wealth Advisors first reported a position in Farmer Brothers in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Farmer Brothers position peaked at $600K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Farmer Brothers as of Q2 2023.

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