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CM Wealth Advisors’s Live Nation Entertainment LYV Stock Holding History

CM Wealth Advisors’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,470
Closed -$816K – 313
2023
Q1 		$816K Buy
+12,470
New +$914K 0.16% 193

Other funds holding LYV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CM Wealth Advisors sold out of Live Nation Entertainment (LYV) in Q2 2023, closing a stake of 12,470 shares — an estimated $816K sold.

CM Wealth Advisors first reported a position in LYV in Q1 2023 and held it in 1 quarter. The position peaked at $816K in Q1 2023. 577 funds tracked by Wall St. Rank hold LYV as of Q2 2023.

  • CM Wealth Advisors reported no remaining Live Nation Entertainment position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 12,470 Live Nation Entertainment shares in Q2 2023, an estimated $816K.
  • CM Wealth Advisors first reported a position in Live Nation Entertainment in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Live Nation Entertainment position peaked at $816K in Q1 2023.
  • 577 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2023.

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