CWA
LTCH

CM Wealth Advisors’s Latch, Inc. Common Stock LTCH Stock Holding History

CM Wealth Advisors’s Portfolio LTCH Stock Details LTCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,118
Closed -$11K – 463
2023
Q1 		$11K Buy
+15,118
New +$12.4K ﹤0.01% 415

Other funds holding LTCH

AMC
Avenir Management Company New York $43.8M AUM 101.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

CM Wealth Advisors sold out of Latch, Inc. Common Stock (LTCH) in Q2 2023, closing a stake of 15,118 shares — an estimated $11K sold.

CM Wealth Advisors first reported a position in LTCH in Q1 2023 and held it in 1 quarter. The position peaked at $11K in Q1 2023. 77 funds tracked by Wall St. Rank hold LTCH as of Q2 2023.

  • CM Wealth Advisors reported no remaining Latch, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 15,118 Latch, Inc. Common Stock shares in Q2 2023, an estimated $11K.
  • CM Wealth Advisors first reported a position in Latch, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Latch, Inc. Common Stock position peaked at $11K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Latch, Inc. Common Stock as of Q2 2023.

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