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CM Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

CM Wealth Advisors’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,692
Closed -$200K – 299
2023
Q1 		$200K Buy
+12,692
New +$222K 0.04% 373

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CM Wealth Advisors sold out of Independence Realty Trust (IRT) in Q2 2023, closing a stake of 12,692 shares — an estimated $200K sold.

CM Wealth Advisors first reported a position in IRT in Q1 2023 and held it in 1 quarter. The position peaked at $200K in Q1 2023. 355 funds tracked by Wall St. Rank hold IRT as of Q2 2023.

  • CM Wealth Advisors reported no remaining Independence Realty Trust position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 12,692 Independence Realty Trust shares in Q2 2023, an estimated $200K.
  • CM Wealth Advisors first reported a position in Independence Realty Trust in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Independence Realty Trust position peaked at $200K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2023.

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