CM Wealth Advisors’s Willdan Group WLDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,372	Closed	-$160K	–	433
2023 Q1	$160K	Buy	+11,372	New	+$204K	0.03%	383

Other funds holding WLDN

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of Willdan Group (WLDN) in Q2 2023, closing a stake of 11,372 shares — an estimated $160K sold.

CM Wealth Advisors first reported a position in WLDN in Q1 2023 and held it in 1 quarter. The position peaked at $160K in Q1 2023. 84 funds tracked by Wall St. Rank hold WLDN as of Q2 2023.

CM Wealth Advisors reported no remaining Willdan Group position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,372 Willdan Group shares in Q2 2023, an estimated $160K.
CM Wealth Advisors first reported a position in Willdan Group in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Willdan Group position peaked at $160K in Q1 2023.
84 funds tracked by Wall St. Rank held Willdan Group as of Q2 2023.

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