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CM Wealth Advisors’s Tetra Tech TTEK Stock Holding History

CM Wealth Advisors’s Portfolio TTEK Stock Details TTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,250
Closed -$522K – 170
2024
Q1 		$522K Buy
+12,250
New +$424K 0.15% 77
2023
Q3 		– Sell
-12,250
Closed -$418K – 166
2023
Q2 		$418K Buy
+12,250
New +$360K 0.14% 76

Other funds holding TTEK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

CM Wealth Advisors's TTEK Position: Q2 2024 in Review

CM Wealth Advisors sold out of Tetra Tech (TTEK) in Q2 2024, closing a stake of 12,250 shares — an estimated $522K sold.

CM Wealth Advisors first reported a position in TTEK in Q2 2023 and held it in 2 quarters. The position peaked at $522K in Q1 2024. 600 funds tracked by Wall St. Rank hold TTEK as of Q2 2024.

  • CM Wealth Advisors reported no remaining Tetra Tech position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 12,250 Tetra Tech shares in Q2 2024, an estimated $522K.
  • CM Wealth Advisors first reported a position in Tetra Tech in Q2 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Tetra Tech position peaked at $522K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Tetra Tech as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.