CM Wealth Advisors’s Haemonetics HAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,577	Closed	-$871K	–	274
2023 Q1	$871K	Buy	+10,577	New	+$856K	0.17%	182

Other funds holding HAE

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of Haemonetics (HAE) in Q2 2023, closing a stake of 10,577 shares — an estimated $871K sold.

CM Wealth Advisors first reported a position in HAE in Q1 2023 and held it in 1 quarter. The position peaked at $871K in Q1 2023. 296 funds tracked by Wall St. Rank hold HAE as of Q2 2023.

CM Wealth Advisors reported no remaining Haemonetics position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 10,577 Haemonetics shares in Q2 2023, an estimated $871K.
CM Wealth Advisors first reported a position in Haemonetics in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Haemonetics position peaked at $871K in Q1 2023.
296 funds tracked by Wall St. Rank held Haemonetics as of Q2 2023.

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