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CM Wealth Advisors’s Hurco Companies Inc HURC Stock Holding History

CM Wealth Advisors’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,111
Closed -$576K – 287
2023
Q1 		$576K Buy
+26,111
New +$721K 0.11% 231

Other funds holding HURC

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CM Wealth Advisors sold out of Hurco Companies Inc (HURC) in Q2 2023, closing a stake of 26,111 shares — an estimated $576K sold.

CM Wealth Advisors first reported a position in HURC in Q1 2023 and held it in 1 quarter. The position peaked at $576K in Q1 2023. 57 funds tracked by Wall St. Rank hold HURC as of Q2 2023.

  • CM Wealth Advisors reported no remaining Hurco Companies Inc position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 26,111 Hurco Companies Inc shares in Q2 2023, an estimated $576K.
  • CM Wealth Advisors first reported a position in Hurco Companies Inc in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Hurco Companies Inc position peaked at $576K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q2 2023.

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