CM Wealth Advisors’s GitLab GTLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,178	Closed	-$345K	–	271
2023 Q1	$345K	Buy	+11,178	New	+$491K	0.07%	301

Other funds holding GTLB

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

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

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CM Wealth Advisors sold out of GitLab (GTLB) in Q2 2023, closing a stake of 11,178 shares — an estimated $345K sold.

CM Wealth Advisors first reported a position in GTLB in Q1 2023 and held it in 1 quarter. The position peaked at $345K in Q1 2023. 279 funds tracked by Wall St. Rank hold GTLB as of Q2 2023.

CM Wealth Advisors reported no remaining GitLab position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,178 GitLab shares in Q2 2023, an estimated $345K.
CM Wealth Advisors first reported a position in GitLab in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's GitLab position peaked at $345K in Q1 2023.
279 funds tracked by Wall St. Rank held GitLab as of Q2 2023.

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