CM Wealth Advisors’s Red Violet RDVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,510	Closed	-$265K	–	373
2023 Q1	$265K	Buy	+16,510	New	+$354K	0.05%	334

Other funds holding RDVT

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

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

CM Wealth Advisors sold out of Red Violet (RDVT) in Q2 2023, closing a stake of 16,510 shares — an estimated $265K sold.

CM Wealth Advisors first reported a position in RDVT in Q1 2023 and held it in 1 quarter. The position peaked at $265K in Q1 2023. 53 funds tracked by Wall St. Rank hold RDVT as of Q2 2023.

CM Wealth Advisors reported no remaining Red Violet position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 16,510 Red Violet shares in Q2 2023, an estimated $265K.
CM Wealth Advisors first reported a position in Red Violet in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Red Violet position peaked at $265K in Q1 2023.
53 funds tracked by Wall St. Rank held Red Violet as of Q2 2023.

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