CM Wealth Advisors’s Graham Corp GHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-106,121	Closed	-$1.36M	–	267
2023 Q1	$1.36M	Buy	+106,121	New	+$1.29M	0.26%	98

Other funds holding GHM

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

CM Wealth Advisors sold out of Graham Corp (GHM) in Q2 2023, closing a stake of 106,121 shares — an estimated $1.36M sold.

CM Wealth Advisors first reported a position in GHM in Q1 2023 and held it in 1 quarter. The position peaked at $1.36M in Q1 2023. 61 funds tracked by Wall St. Rank hold GHM as of Q2 2023.

CM Wealth Advisors reported no remaining Graham Corp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 106,121 Graham Corp shares in Q2 2023, an estimated $1.36M.
CM Wealth Advisors first reported a position in Graham Corp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Graham Corp position peaked at $1.36M in Q1 2023.
61 funds tracked by Wall St. Rank held Graham Corp as of Q2 2023.

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