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CM Wealth Advisors’s Radiant Logistics RLGT Stock Holding History

CM Wealth Advisors’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,120
Closed -$93.6K – 151
2023
Q2 		$93.6K Sell
12,120
-100,405
-89% -$648K 0.03% 156
2023
Q1 		$707K Buy
+112,525
New +$629K 0.14% 206

Other funds holding RLGT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CM Wealth Advisors's RLGT Position: Q3 2023 in Review

CM Wealth Advisors sold out of Radiant Logistics (RLGT) in Q3 2023, closing a stake of 12,120 shares — an estimated $93.6K sold.

CM Wealth Advisors first reported a position in RLGT in Q1 2023 and held it in 2 quarters. The position peaked at $707K in Q1 2023. 117 funds tracked by Wall St. Rank hold RLGT as of Q3 2023.

  • CM Wealth Advisors reported no remaining Radiant Logistics position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 12,120 Radiant Logistics shares in Q3 2023, an estimated $93.6K.
  • CM Wealth Advisors first reported a position in Radiant Logistics in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Radiant Logistics position peaked at $707K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Radiant Logistics as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.