CWA
SASR

CM Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

CM Wealth Advisors’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,540
Closed -$409K – 447
2023
Q1 		$409K Buy
+18,540
New +$596K 0.08% 283

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CM Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2023, closing a stake of 18,540 shares — an estimated $409K sold.

CM Wealth Advisors first reported a position in SASR in Q1 2023 and held it in 1 quarter. The position peaked at $409K in Q1 2023. 183 funds tracked by Wall St. Rank hold SASR as of Q2 2023.

  • CM Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 18,540 Sandy Spring Bancorp Inc shares in Q2 2023, an estimated $409K.
  • CM Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $409K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2023.

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