CM Wealth Advisors’s Floor & Decor FND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,067	Closed	-$1.51M	–	260
2023 Q1	$1.51M	Buy	+16,067	New	+$1.44M	0.29%	80

Other funds holding FND

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

CM Wealth Advisors sold out of Floor & Decor (FND) in Q2 2023, closing a stake of 16,067 shares — an estimated $1.51M sold.

CM Wealth Advisors first reported a position in FND in Q1 2023 and held it in 1 quarter. The position peaked at $1.51M in Q1 2023. 414 funds tracked by Wall St. Rank hold FND as of Q2 2023.

CM Wealth Advisors reported no remaining Floor & Decor position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 16,067 Floor & Decor shares in Q2 2023, an estimated $1.51M.
CM Wealth Advisors first reported a position in Floor & Decor in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Floor & Decor position peaked at $1.51M in Q1 2023.
414 funds tracked by Wall St. Rank held Floor & Decor as of Q2 2023.

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