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CM Wealth Advisors’s Titan Machinery TITN Stock Holding History

CM Wealth Advisors’s Portfolio TITN Stock Details TITN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-78,744
Closed -$2.44M – 406
2023
Q1 		$2.44M Buy
+78,744
New +$3.21M 0.47% 34

Other funds holding TITN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

CM Wealth Advisors sold out of Titan Machinery (TITN) in Q2 2023, closing a stake of 78,744 shares — an estimated $2.44M sold.

CM Wealth Advisors first reported a position in TITN in Q1 2023 and held it in 1 quarter. The position peaked at $2.44M in Q1 2023. 156 funds tracked by Wall St. Rank hold TITN as of Q2 2023.

  • CM Wealth Advisors reported no remaining Titan Machinery position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 78,744 Titan Machinery shares in Q2 2023, an estimated $2.44M.
  • CM Wealth Advisors first reported a position in Titan Machinery in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Titan Machinery position peaked at $2.44M in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Titan Machinery as of Q2 2023.

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