CM Wealth Advisors
RMI icon

CM Wealth Advisors’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

CM Wealth Advisors’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,785
Closed -$250K – 78
2023
Q3 		$250K Buy
+9,785
New +$156K 0.1% 71

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CM Wealth Advisors's RMI Position: Q4 2023 in Review

CM Wealth Advisors sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q4 2023, closing a stake of 9,785 shares — an estimated $250K sold.

CM Wealth Advisors first reported a position in RMI in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 19 funds tracked by Wall St. Rank hold RMI as of Q4 2023.

  • CM Wealth Advisors reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 9,785 RiverNorth Opportunistic Municipal Income Fund shares in Q4 2023, an estimated $250K.
  • CM Wealth Advisors first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2023 and held it in 1 quarter.
  • CM Wealth Advisors's RiverNorth Opportunistic Municipal Income Fund position peaked at $250K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q4 2023.

Based on CM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.