CM Wealth Advisors’s Marsh MRSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,049	Closed	-$893K	–	322
2023 Q1	$893K	Buy	+5,049	New	+$841K	0.17%	178

Other funds holding MRSH

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

CM Wealth Advisors sold out of Marsh (MRSH) in Q2 2023, closing a stake of 5,049 shares — an estimated $893K sold.

CM Wealth Advisors first reported a position in MRSH in Q1 2023 and held it in 1 quarter. The position peaked at $893K in Q1 2023. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

CM Wealth Advisors reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,049 Marsh shares in Q2 2023, an estimated $893K.
CM Wealth Advisors first reported a position in Marsh in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Marsh position peaked at $893K in Q1 2023.
1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

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