CM Wealth Advisors’s UNIFI UFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-199,680	Closed	-$1.7M	–	413
2023 Q1	$1.7M	Buy	+199,680	New	+$1.78M	0.33%	67

Other funds holding UFI

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

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

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

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

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of UNIFI (UFI) in Q2 2023, closing a stake of 199,680 shares — an estimated $1.7M sold.

CM Wealth Advisors first reported a position in UFI in Q1 2023 and held it in 1 quarter. The position peaked at $1.7M in Q1 2023. 89 funds tracked by Wall St. Rank hold UFI as of Q2 2023.

CM Wealth Advisors reported no remaining UNIFI position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 199,680 UNIFI shares in Q2 2023, an estimated $1.7M.
CM Wealth Advisors first reported a position in UNIFI in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's UNIFI position peaked at $1.7M in Q1 2023.
89 funds tracked by Wall St. Rank held UNIFI as of Q2 2023.

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