CM Wealth Advisors’s Tredegar Corp TG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,727	Closed	-$158K	–	401
2023 Q1	$158K	Buy	+17,727	New	+$196K	0.03%	385

Other funds holding TG

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CM Wealth Advisors sold out of Tredegar Corp (TG) in Q2 2023, closing a stake of 17,727 shares — an estimated $158K sold.

CM Wealth Advisors first reported a position in TG in Q1 2023 and held it in 1 quarter. The position peaked at $158K in Q1 2023. 124 funds tracked by Wall St. Rank hold TG as of Q2 2023.

CM Wealth Advisors reported no remaining Tredegar Corp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 17,727 Tredegar Corp shares in Q2 2023, an estimated $158K.
CM Wealth Advisors first reported a position in Tredegar Corp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Tredegar Corp position peaked at $158K in Q1 2023.
124 funds tracked by Wall St. Rank held Tredegar Corp as of Q2 2023.

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