CM Wealth Advisors’s Lear LEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,549	Closed	-$596K	–	307
2023 Q1	$596K	Buy	+4,549	New	+$629K	0.12%	228

Other funds holding LEA

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

CM Wealth Advisors sold out of Lear (LEA) in Q2 2023, closing a stake of 4,549 shares — an estimated $596K sold.

CM Wealth Advisors first reported a position in LEA in Q1 2023 and held it in 1 quarter. The position peaked at $596K in Q1 2023. 434 funds tracked by Wall St. Rank hold LEA as of Q2 2023.

CM Wealth Advisors reported no remaining Lear position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 4,549 Lear shares in Q2 2023, an estimated $596K.
CM Wealth Advisors first reported a position in Lear in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Lear position peaked at $596K in Q1 2023.
434 funds tracked by Wall St. Rank held Lear as of Q2 2023.

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