CWA
FR icon

CM Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

CM Wealth Advisors’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,884
Closed -$857K – 261
2023
Q1 		$857K Buy
+16,884
New +$880K 0.17% 185

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

CM Wealth Advisors sold out of First Industrial Realty Trust (FR) in Q2 2023, closing a stake of 16,884 shares — an estimated $857K sold.

CM Wealth Advisors first reported a position in FR in Q1 2023 and held it in 1 quarter. The position peaked at $857K in Q1 2023. 364 funds tracked by Wall St. Rank hold FR as of Q2 2023.

  • CM Wealth Advisors reported no remaining First Industrial Realty Trust position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 16,884 First Industrial Realty Trust shares in Q2 2023, an estimated $857K.
  • CM Wealth Advisors first reported a position in First Industrial Realty Trust in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's First Industrial Realty Trust position peaked at $857K in Q1 2023.
  • 364 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2023.

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