CM Wealth Advisors’s Huron Consulting HURN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,106	Closed	-$504K	–	288
2023 Q1	$504K	Buy	+6,106	New	+$444K	0.1%	253

Other funds holding HURN

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

CM Wealth Advisors sold out of Huron Consulting (HURN) in Q2 2023, closing a stake of 6,106 shares — an estimated $504K sold.

CM Wealth Advisors first reported a position in HURN in Q1 2023 and held it in 1 quarter. The position peaked at $504K in Q1 2023. 175 funds tracked by Wall St. Rank hold HURN as of Q2 2023.

CM Wealth Advisors reported no remaining Huron Consulting position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,106 Huron Consulting shares in Q2 2023, an estimated $504K.
CM Wealth Advisors first reported a position in Huron Consulting in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Huron Consulting position peaked at $504K in Q1 2023.
175 funds tracked by Wall St. Rank held Huron Consulting as of Q2 2023.

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