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CM Wealth Advisors’s Noodles & Co NDLS Stock Holding History

CM Wealth Advisors’s Portfolio NDLS Stock Details NDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,687
Closed -$63K – 335
2023
Q1 		$63K Buy
+1,687
New +$77K 0.01% 407

Other funds holding NDLS

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

CM Wealth Advisors sold out of Noodles & Co (NDLS) in Q2 2023, closing a stake of 1,687 shares — an estimated $63K sold.

CM Wealth Advisors first reported a position in NDLS in Q1 2023 and held it in 1 quarter. The position peaked at $63K in Q1 2023. 95 funds tracked by Wall St. Rank hold NDLS as of Q2 2023.

  • CM Wealth Advisors reported no remaining Noodles & Co position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 1,687 Noodles & Co shares in Q2 2023, an estimated $63K.
  • CM Wealth Advisors first reported a position in Noodles & Co in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Noodles & Co position peaked at $63K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Noodles & Co as of Q2 2023.

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