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CM Wealth Advisors’s RB Global RBA Stock Holding History

CM Wealth Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,896
Closed -$943K – 370
2023
Q1 		$943K Buy
+16,896
New +$996K 0.18% 168

Other funds holding RBA

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

CM Wealth Advisors sold out of RB Global (RBA) in Q2 2023, closing a stake of 16,896 shares — an estimated $943K sold.

CM Wealth Advisors first reported a position in RBA in Q1 2023 and held it in 1 quarter. The position peaked at $943K in Q1 2023. 391 funds tracked by Wall St. Rank hold RBA as of Q2 2023.

  • CM Wealth Advisors reported no remaining RB Global position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 16,896 RB Global shares in Q2 2023, an estimated $943K.
  • CM Wealth Advisors first reported a position in RB Global in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's RB Global position peaked at $943K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held RB Global as of Q2 2023.

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