CWA
FBMS

CM Wealth Advisors’s The First Bancshares, Inc. FBMS Stock Holding History

CM Wealth Advisors’s Portfolio FBMS Stock Details FBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,385
Closed -$241K – 448
2023
Q1 		$241K Buy
+10,385
New +$306K 0.05% 349

Other funds holding FBMS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

CM Wealth Advisors sold out of The First Bancshares, Inc. (FBMS) in Q2 2023, closing a stake of 10,385 shares — an estimated $241K sold.

CM Wealth Advisors first reported a position in FBMS in Q1 2023 and held it in 1 quarter. The position peaked at $241K in Q1 2023. 108 funds tracked by Wall St. Rank hold FBMS as of Q2 2023.

  • CM Wealth Advisors reported no remaining The First Bancshares, Inc. position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 10,385 The First Bancshares, Inc. shares in Q2 2023, an estimated $241K.
  • CM Wealth Advisors first reported a position in The First Bancshares, Inc. in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's The First Bancshares, Inc. position peaked at $241K in Q1 2023.
  • 108 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2023.

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