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CM Wealth Advisors’s Lifetime Brands LCUT Stock Holding History

CM Wealth Advisors’s Portfolio LCUT Stock Details LCUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-61,650
Closed -$298K – 306
2023
Q1 		$298K Buy
+61,650
New +$440K 0.06% 317

Other funds holding LCUT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

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

CM Wealth Advisors sold out of Lifetime Brands (LCUT) in Q2 2023, closing a stake of 61,650 shares — an estimated $298K sold.

CM Wealth Advisors first reported a position in LCUT in Q1 2023 and held it in 1 quarter. The position peaked at $298K in Q1 2023. 53 funds tracked by Wall St. Rank hold LCUT as of Q2 2023.

  • CM Wealth Advisors reported no remaining Lifetime Brands position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 61,650 Lifetime Brands shares in Q2 2023, an estimated $298K.
  • CM Wealth Advisors first reported a position in Lifetime Brands in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Lifetime Brands position peaked at $298K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Lifetime Brands as of Q2 2023.

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