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CM Wealth Advisors’s Nature's Sunshine NATR Stock Holding History

CM Wealth Advisors’s Portfolio NATR Stock Details NATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29,530
Closed -$311K – 333
2023
Q1 		$311K Buy
+29,530
New +$290K 0.06% 312

Other funds holding NATR

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

CM Wealth Advisors sold out of Nature's Sunshine (NATR) in Q2 2023, closing a stake of 29,530 shares — an estimated $311K sold.

CM Wealth Advisors first reported a position in NATR in Q1 2023 and held it in 1 quarter. The position peaked at $311K in Q1 2023. 81 funds tracked by Wall St. Rank hold NATR as of Q2 2023.

  • CM Wealth Advisors reported no remaining Nature's Sunshine position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 29,530 Nature's Sunshine shares in Q2 2023, an estimated $311K.
  • CM Wealth Advisors first reported a position in Nature's Sunshine in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Nature's Sunshine position peaked at $311K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Nature's Sunshine as of Q2 2023.

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