CM Wealth Advisors’s Mechanics Bancorp MCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,748	Closed	-$315K	–	283
2023 Q1	$315K	Buy	+28,748	New	+$722K	0.06%	310

Other funds holding MCHB

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CM Wealth Advisors sold out of Mechanics Bancorp (MCHB) in Q2 2023, closing a stake of 28,748 shares — an estimated $315K sold.

CM Wealth Advisors first reported a position in MCHB in Q1 2023 and held it in 1 quarter. The position peaked at $315K in Q1 2023. 112 funds tracked by Wall St. Rank hold MCHB as of Q2 2023.

CM Wealth Advisors reported no remaining Mechanics Bancorp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 28,748 Mechanics Bancorp shares in Q2 2023, an estimated $315K.
CM Wealth Advisors first reported a position in Mechanics Bancorp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Mechanics Bancorp position peaked at $315K in Q1 2023.
112 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2023.

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