CM Wealth Advisors’s Terreno Realty TRNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,672	Closed	-$703K	–	408
2023 Q1	$703K	Buy	+11,672	New	+$730K	0.14%	208

Other funds holding TRNO

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CM Wealth Advisors sold out of Terreno Realty (TRNO) in Q2 2023, closing a stake of 11,672 shares — an estimated $703K sold.

CM Wealth Advisors first reported a position in TRNO in Q1 2023 and held it in 1 quarter. The position peaked at $703K in Q1 2023. 291 funds tracked by Wall St. Rank hold TRNO as of Q2 2023.

CM Wealth Advisors reported no remaining Terreno Realty position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,672 Terreno Realty shares in Q2 2023, an estimated $703K.
CM Wealth Advisors first reported a position in Terreno Realty in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Terreno Realty position peaked at $703K in Q1 2023.
291 funds tracked by Wall St. Rank held Terreno Realty as of Q2 2023.

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