CWA
HLTH

CM Wealth Advisors’s Cue Health Inc. Common Stock HLTH Stock Holding History

CM Wealth Advisors’s Portfolio HLTH Stock Details HLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-71,865
Closed -$60K – 452
2023
Q1 		$60K Buy
+71,865
New +$156K 0.01% 408

Other funds holding HLTH

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
DCMIC
Decheng Capital Management III (Cayman) Grand Cayman, Cayman Islands $300M AUM 15.74% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

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

CM Wealth Advisors sold out of Cue Health Inc. Common Stock (HLTH) in Q2 2023, closing a stake of 71,865 shares — an estimated $60K sold.

CM Wealth Advisors first reported a position in HLTH in Q1 2023 and held it in 1 quarter. The position peaked at $60K in Q1 2023. 79 funds tracked by Wall St. Rank hold HLTH as of Q2 2023.

  • CM Wealth Advisors reported no remaining Cue Health Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 71,865 Cue Health Inc. Common Stock shares in Q2 2023, an estimated $60K.
  • CM Wealth Advisors first reported a position in Cue Health Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Cue Health Inc. Common Stock position peaked at $60K in Q1 2023.
  • 79 funds tracked by Wall St. Rank held Cue Health Inc. Common Stock as of Q2 2023.

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