CM Wealth Advisors’s SpartanNash SPTN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,138	Closed	-$221K	–	388
2023 Q1	$221K	Buy	+9,138	New	+$263K	0.04%	357

Other funds holding SPTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

CM Wealth Advisors sold out of SpartanNash (SPTN) in Q2 2023, closing a stake of 9,138 shares — an estimated $221K sold.

CM Wealth Advisors first reported a position in SPTN in Q1 2023 and held it in 1 quarter. The position peaked at $221K in Q1 2023. 195 funds tracked by Wall St. Rank hold SPTN as of Q2 2023.

CM Wealth Advisors reported no remaining SpartanNash position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 9,138 SpartanNash shares in Q2 2023, an estimated $221K.
CM Wealth Advisors first reported a position in SpartanNash in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's SpartanNash position peaked at $221K in Q1 2023.
195 funds tracked by Wall St. Rank held SpartanNash as of Q2 2023.

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