CWA
INFN icon

CM Wealth Advisors’s Infinera Corporation Common Stock INFN Stock Holding History

CM Wealth Advisors’s Portfolio INFN Stock Details INFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-19,956
Closed -$124K – 449
2023
Q1 		$124K Buy
+19,956
New +$145K 0.02% 391

Other funds holding INFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CM Wealth Advisors sold out of Infinera Corporation Common Stock (INFN) in Q2 2023, closing a stake of 19,956 shares — an estimated $124K sold.

CM Wealth Advisors first reported a position in INFN in Q1 2023 and held it in 1 quarter. The position peaked at $124K in Q1 2023. 200 funds tracked by Wall St. Rank hold INFN as of Q2 2023.

  • CM Wealth Advisors reported no remaining Infinera Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 19,956 Infinera Corporation Common Stock shares in Q2 2023, an estimated $124K.
  • CM Wealth Advisors first reported a position in Infinera Corporation Common Stock in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Infinera Corporation Common Stock position peaked at $124K in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Infinera Corporation Common Stock as of Q2 2023.

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