CM Wealth Advisors’s V2X VVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,124	Closed	-$211K	–	425
2023 Q1	$211K	Buy	+5,124	New	+$219K	0.04%	361

Other funds holding VVX

AIP LLC New York $268M AUM 40.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

CM Wealth Advisors sold out of V2X (VVX) in Q2 2023, closing a stake of 5,124 shares — an estimated $211K sold.

CM Wealth Advisors first reported a position in VVX in Q1 2023 and held it in 1 quarter. The position peaked at $211K in Q1 2023. 150 funds tracked by Wall St. Rank hold VVX as of Q2 2023.

CM Wealth Advisors reported no remaining V2X position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,124 V2X shares in Q2 2023, an estimated $211K.
CM Wealth Advisors first reported a position in V2X in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's V2X position peaked at $211K in Q1 2023.
150 funds tracked by Wall St. Rank held V2X as of Q2 2023.

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