CM Wealth Advisors’s Photronics PLAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-64,616	Closed	-$916K	–	358
2023 Q1	$916K	Buy	+64,616	New	+$1.14M	0.18%	175

Other funds holding PLAB

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CM Wealth Advisors sold out of Photronics (PLAB) in Q2 2023, closing a stake of 64,616 shares — an estimated $916K sold.

CM Wealth Advisors first reported a position in PLAB in Q1 2023 and held it in 1 quarter. The position peaked at $916K in Q1 2023. 244 funds tracked by Wall St. Rank hold PLAB as of Q2 2023.

CM Wealth Advisors reported no remaining Photronics position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 64,616 Photronics shares in Q2 2023, an estimated $916K.
CM Wealth Advisors first reported a position in Photronics in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Photronics position peaked at $916K in Q1 2023.
244 funds tracked by Wall St. Rank held Photronics as of Q2 2023.

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