CM Wealth Advisors’s Thryv Holdings THRY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,171	Closed	-$246K	–	405
2023 Q1	$246K	Buy	+11,171	New	+$250K	0.05%	346

Other funds holding THRY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

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

CM Wealth Advisors sold out of Thryv Holdings (THRY) in Q2 2023, closing a stake of 11,171 shares — an estimated $246K sold.

CM Wealth Advisors first reported a position in THRY in Q1 2023 and held it in 1 quarter. The position peaked at $246K in Q1 2023. 142 funds tracked by Wall St. Rank hold THRY as of Q2 2023.

CM Wealth Advisors reported no remaining Thryv Holdings position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,171 Thryv Holdings shares in Q2 2023, an estimated $246K.
CM Wealth Advisors first reported a position in Thryv Holdings in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Thryv Holdings position peaked at $246K in Q1 2023.
142 funds tracked by Wall St. Rank held Thryv Holdings as of Q2 2023.

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