CM Wealth Advisors’s QCR Holdings QCRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,099	Closed	-$473K	–	368
2023 Q1	$473K	Buy	+12,099	New	+$603K	0.09%	266

Other funds holding QCRH

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of QCR Holdings (QCRH) in Q2 2023, closing a stake of 12,099 shares — an estimated $473K sold.

CM Wealth Advisors first reported a position in QCRH in Q1 2023 and held it in 1 quarter. The position peaked at $473K in Q1 2023. 132 funds tracked by Wall St. Rank hold QCRH as of Q2 2023.

CM Wealth Advisors reported no remaining QCR Holdings position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 12,099 QCR Holdings shares in Q2 2023, an estimated $473K.
CM Wealth Advisors first reported a position in QCR Holdings in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's QCR Holdings position peaked at $473K in Q1 2023.
132 funds tracked by Wall St. Rank held QCR Holdings as of Q2 2023.

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