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CM Wealth Advisors’s Vishay Precision Group VPG Stock Holding History

CM Wealth Advisors’s Portfolio VPG Stock Details VPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,559
Closed -$772K – 423
2023
Q1 		$772K Buy
+20,559
New +$869K 0.15% 197

Other funds holding VPG

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
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CM Wealth Advisors sold out of Vishay Precision Group (VPG) in Q2 2023, closing a stake of 20,559 shares — an estimated $772K sold.

CM Wealth Advisors first reported a position in VPG in Q1 2023 and held it in 1 quarter. The position peaked at $772K in Q1 2023. 135 funds tracked by Wall St. Rank hold VPG as of Q2 2023.

  • CM Wealth Advisors reported no remaining Vishay Precision Group position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 20,559 Vishay Precision Group shares in Q2 2023, an estimated $772K.
  • CM Wealth Advisors first reported a position in Vishay Precision Group in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Vishay Precision Group position peaked at $772K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held Vishay Precision Group as of Q2 2023.

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