CWA
WNS

CM Wealth Advisors’s WNS Holdings WNS Stock Holding History

CM Wealth Advisors’s Portfolio WNS Stock Details WNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,396
Closed -$233K – 177
2023
Q2 		$233K Sell
3,396
-24,494
-88% -$1.96M 0.08% 142
2023
Q1 		$2.45M Buy
+27,890
New +$2.43M 0.47% 33

Other funds holding WNS

NIF
Nalanda India Fund Moka, Mauritius $189M AUM 20.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CM Wealth Advisors's WNS Position: Q3 2023 in Review

CM Wealth Advisors sold out of WNS Holdings (WNS) in Q3 2023, closing a stake of 3,396 shares — an estimated $233K sold.

CM Wealth Advisors first reported a position in WNS in Q1 2023 and held it in 2 quarters. The position peaked at $2.45M in Q1 2023. 206 funds tracked by Wall St. Rank hold WNS as of Q3 2023.

  • CM Wealth Advisors reported no remaining WNS Holdings position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 3,396 WNS Holdings shares in Q3 2023, an estimated $233K.
  • CM Wealth Advisors first reported a position in WNS Holdings in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's WNS Holdings position peaked at $2.45M in Q1 2023.
  • 206 funds tracked by Wall St. Rank held WNS Holdings as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.