CM Wealth Advisors’s FNB Corp FNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,182	Closed	-$192K	–	259
2023 Q1	$192K	Buy	+17,182	New	+$229K	0.04%	375

Other funds holding FNB

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of FNB Corp (FNB) in Q2 2023, closing a stake of 17,182 shares — an estimated $192K sold.

CM Wealth Advisors first reported a position in FNB in Q1 2023 and held it in 1 quarter. The position peaked at $192K in Q1 2023. 371 funds tracked by Wall St. Rank hold FNB as of Q2 2023.

CM Wealth Advisors reported no remaining FNB Corp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 17,182 FNB Corp shares in Q2 2023, an estimated $192K.
CM Wealth Advisors first reported a position in FNB Corp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's FNB Corp position peaked at $192K in Q1 2023.
371 funds tracked by Wall St. Rank held FNB Corp as of Q2 2023.

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