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CM Wealth Advisors’s Marvell Technology MRVL Stock Holding History

CM Wealth Advisors’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,065
Closed -$993K – 326
2023
Q1 		$993K Buy
+26,065
New +$1.1M 0.19% 162

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CM Wealth Advisors sold out of Marvell Technology (MRVL) in Q2 2023, closing a stake of 26,065 shares — an estimated $993K sold.

CM Wealth Advisors first reported a position in MRVL in Q1 2023 and held it in 1 quarter. The position peaked at $993K in Q1 2023. 944 funds tracked by Wall St. Rank hold MRVL as of Q2 2023.

  • CM Wealth Advisors reported no remaining Marvell Technology position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 26,065 Marvell Technology shares in Q2 2023, an estimated $993K.
  • CM Wealth Advisors first reported a position in Marvell Technology in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Marvell Technology position peaked at $993K in Q1 2023.
  • 944 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2023.

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