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CM Wealth Advisors’s Hims & Hers Health HIMS Stock Holding History

CM Wealth Advisors’s Portfolio HIMS Stock Details HIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,877
Closed -$24.9K – 115
2023
Q2 		$24.9K Buy
+2,877
New +$28.5K 0.01% 158

Other funds holding HIMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IVMX
Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CM Wealth Advisors's HIMS Position: Q3 2023 in Review

CM Wealth Advisors sold out of Hims & Hers Health (HIMS) in Q3 2023, closing a stake of 2,877 shares — an estimated $24.9K sold.

CM Wealth Advisors first reported a position in HIMS in Q2 2023 and held it in 1 quarter. The position peaked at $24.9K in Q2 2023. 191 funds tracked by Wall St. Rank hold HIMS as of Q3 2023.

  • CM Wealth Advisors reported no remaining Hims & Hers Health position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 2,877 Hims & Hers Health shares in Q3 2023, an estimated $24.9K.
  • CM Wealth Advisors first reported a position in Hims & Hers Health in Q2 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Hims & Hers Health position peaked at $24.9K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.