CM Wealth Advisors’s Twin Disc TWIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,047	Closed	-$102K	–	410
2023 Q1	$102K	Buy	+11,047	New	+$115K	0.02%	395

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

CM Wealth Advisors sold out of Twin Disc (TWIN) in Q2 2023, closing a stake of 11,047 shares — an estimated $102K sold.

CM Wealth Advisors first reported a position in TWIN in Q1 2023 and held it in 1 quarter. The position peaked at $102K in Q1 2023. 43 funds tracked by Wall St. Rank hold TWIN as of Q2 2023.

CM Wealth Advisors reported no remaining Twin Disc position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,047 Twin Disc shares in Q2 2023, an estimated $102K.
CM Wealth Advisors first reported a position in Twin Disc in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Twin Disc position peaked at $102K in Q1 2023.
43 funds tracked by Wall St. Rank held Twin Disc as of Q2 2023.

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