CM Wealth Advisors’s Getty Realty Corp GTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,644	Closed	-$480K	–	272
2023 Q1	$480K	Buy	+14,644	New	+$513K	0.09%	263

Other funds holding GTY

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of Getty Realty Corp (GTY) in Q2 2023, closing a stake of 14,644 shares — an estimated $480K sold.

CM Wealth Advisors first reported a position in GTY in Q1 2023 and held it in 1 quarter. The position peaked at $480K in Q1 2023. 225 funds tracked by Wall St. Rank hold GTY as of Q2 2023.

CM Wealth Advisors reported no remaining Getty Realty Corp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 14,644 Getty Realty Corp shares in Q2 2023, an estimated $480K.
CM Wealth Advisors first reported a position in Getty Realty Corp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Getty Realty Corp position peaked at $480K in Q1 2023.
225 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2023.

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