CM Wealth Advisors’s Mistras Group MG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,532	Closed	-$87K	–	319
2023 Q1	$87K	Buy	+11,532	New	+$63.1K	0.02%	400

Other funds holding MG

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 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

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CM Wealth Advisors sold out of Mistras Group (MG) in Q2 2023, closing a stake of 11,532 shares — an estimated $87K sold.

CM Wealth Advisors first reported a position in MG in Q1 2023 and held it in 1 quarter. The position peaked at $87K in Q1 2023. 79 funds tracked by Wall St. Rank hold MG as of Q2 2023.

CM Wealth Advisors reported no remaining Mistras Group position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,532 Mistras Group shares in Q2 2023, an estimated $87K.
CM Wealth Advisors first reported a position in Mistras Group in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Mistras Group position peaked at $87K in Q1 2023.
79 funds tracked by Wall St. Rank held Mistras Group as of Q2 2023.

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