CM Wealth Advisors’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,501	Closed	-$503K	–	290
2023 Q1	$503K	Buy	+18,501	New	+$594K	0.1%	254

Other funds holding ICHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

CM Wealth Advisors sold out of Ichor Holdings (ICHR) in Q2 2023, closing a stake of 18,501 shares — an estimated $503K sold.

CM Wealth Advisors first reported a position in ICHR in Q1 2023 and held it in 1 quarter. The position peaked at $503K in Q1 2023. 163 funds tracked by Wall St. Rank hold ICHR as of Q2 2023.

CM Wealth Advisors reported no remaining Ichor Holdings position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 18,501 Ichor Holdings shares in Q2 2023, an estimated $503K.
CM Wealth Advisors first reported a position in Ichor Holdings in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Ichor Holdings position peaked at $503K in Q1 2023.
163 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2023.

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