CWA
PLYM

CM Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

CM Wealth Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-47,053
Closed -$925K – 361
2023
Q1 		$925K Buy
+47,053
New +$991K 0.18% 172

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CM Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q2 2023, closing a stake of 47,053 shares — an estimated $925K sold.

CM Wealth Advisors first reported a position in PLYM in Q1 2023 and held it in 1 quarter. The position peaked at $925K in Q1 2023. 157 funds tracked by Wall St. Rank hold PLYM as of Q2 2023.

  • CM Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 47,053 Plymouth Industrial REIT shares in Q2 2023, an estimated $925K.
  • CM Wealth Advisors first reported a position in Plymouth Industrial REIT in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Plymouth Industrial REIT position peaked at $925K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2023.

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