CM Wealth Advisors’s Qualys QLYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,542	Closed	-$1.4M	–	369
2023 Q1	$1.4M	Buy	+12,542	New	+$1.47M	0.27%	90

Other funds holding QLYS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

CM Wealth Advisors sold out of Qualys (QLYS) in Q2 2023, closing a stake of 12,542 shares — an estimated $1.4M sold.

CM Wealth Advisors first reported a position in QLYS in Q1 2023 and held it in 1 quarter. The position peaked at $1.4M in Q1 2023. 386 funds tracked by Wall St. Rank hold QLYS as of Q2 2023.

CM Wealth Advisors reported no remaining Qualys position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 12,542 Qualys shares in Q2 2023, an estimated $1.4M.
CM Wealth Advisors first reported a position in Qualys in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Qualys position peaked at $1.4M in Q1 2023.
386 funds tracked by Wall St. Rank held Qualys as of Q2 2023.

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