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CM Wealth Advisors’s LeMaitre Vascular LMAT Stock Holding History

CM Wealth Advisors’s Portfolio LMAT Stock Details LMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,885
Closed -$264K – 310
2023
Q1 		$264K Buy
+4,885
New +$237K 0.05% 336

Other funds holding LMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

CM Wealth Advisors sold out of LeMaitre Vascular (LMAT) in Q2 2023, closing a stake of 4,885 shares — an estimated $264K sold.

CM Wealth Advisors first reported a position in LMAT in Q1 2023 and held it in 1 quarter. The position peaked at $264K in Q1 2023. 212 funds tracked by Wall St. Rank hold LMAT as of Q2 2023.

  • CM Wealth Advisors reported no remaining LeMaitre Vascular position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 4,885 LeMaitre Vascular shares in Q2 2023, an estimated $264K.
  • CM Wealth Advisors first reported a position in LeMaitre Vascular in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's LeMaitre Vascular position peaked at $264K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held LeMaitre Vascular as of Q2 2023.

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