CWA
TEAD

CM Wealth Advisors’s Teads Holding Co TEAD Stock Holding History

CM Wealth Advisors’s Portfolio TEAD Stock Details TEAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-75,826
Closed -$287K – 344
2023
Q1 		$287K Buy
+75,826
New +$344K 0.06% 322

Other funds holding TEAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

CM Wealth Advisors sold out of Teads Holding Co (TEAD) in Q2 2023, closing a stake of 75,826 shares — an estimated $287K sold.

CM Wealth Advisors first reported a position in TEAD in Q1 2023 and held it in 1 quarter. The position peaked at $287K in Q1 2023. 81 funds tracked by Wall St. Rank hold TEAD as of Q2 2023.

  • CM Wealth Advisors reported no remaining Teads Holding Co position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 75,826 Teads Holding Co shares in Q2 2023, an estimated $287K.
  • CM Wealth Advisors first reported a position in Teads Holding Co in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Teads Holding Co position peaked at $287K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Teads Holding Co as of Q2 2023.

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