CM Wealth Advisors’s KVH Industries KVHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50,624	Closed	-$534K	–	303
2023 Q1	$534K	Buy	+50,624	New	+$518K	0.1%	247

Other funds holding KVHI

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

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

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

PCM

Potomac Capital Management New York $115M AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of KVH Industries (KVHI) in Q2 2023, closing a stake of 50,624 shares — an estimated $534K sold.

CM Wealth Advisors first reported a position in KVHI in Q1 2023 and held it in 1 quarter. The position peaked at $534K in Q1 2023. 73 funds tracked by Wall St. Rank hold KVHI as of Q2 2023.

CM Wealth Advisors reported no remaining KVH Industries position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 50,624 KVH Industries shares in Q2 2023, an estimated $534K.
CM Wealth Advisors first reported a position in KVH Industries in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's KVH Industries position peaked at $534K in Q1 2023.
73 funds tracked by Wall St. Rank held KVH Industries as of Q2 2023.

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