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CM Wealth Advisors’s Graham Holdings Company GHC Stock Holding History

CM Wealth Advisors’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,572
Closed -$901K – 266
2023
Q1 		$901K Buy
+1,572
New +$977K 0.17% 177

Other funds holding GHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CM Wealth Advisors sold out of Graham Holdings Company (GHC) in Q2 2023, closing a stake of 1,572 shares — an estimated $901K sold.

CM Wealth Advisors first reported a position in GHC in Q1 2023 and held it in 1 quarter. The position peaked at $901K in Q1 2023. 250 funds tracked by Wall St. Rank hold GHC as of Q2 2023.

  • CM Wealth Advisors reported no remaining Graham Holdings Company position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 1,572 Graham Holdings Company shares in Q2 2023, an estimated $901K.
  • CM Wealth Advisors first reported a position in Graham Holdings Company in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Graham Holdings Company position peaked at $901K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held Graham Holdings Company as of Q2 2023.

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