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CM Wealth Advisors’s Ribbon Communications RBBN Stock Holding History

CM Wealth Advisors’s Portfolio RBBN Stock Details RBBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29,241
Closed -$67K – 371
2023
Q1 		$67K Buy
+29,241
New +$107K 0.01% 405

Other funds holding RBBN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CM Wealth Advisors sold out of Ribbon Communications (RBBN) in Q2 2023, closing a stake of 29,241 shares — an estimated $67K sold.

CM Wealth Advisors first reported a position in RBBN in Q1 2023 and held it in 1 quarter. The position peaked at $67K in Q1 2023. 127 funds tracked by Wall St. Rank hold RBBN as of Q2 2023.

  • CM Wealth Advisors reported no remaining Ribbon Communications position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 29,241 Ribbon Communications shares in Q2 2023, an estimated $67K.
  • CM Wealth Advisors first reported a position in Ribbon Communications in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Ribbon Communications position peaked at $67K in Q1 2023.
  • 127 funds tracked by Wall St. Rank held Ribbon Communications as of Q2 2023.

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