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CM Wealth Advisors’s Select Water Solutions WTTR Stock Holding History

CM Wealth Advisors’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-53,828
Closed -$377K – 439
2023
Q1 		$377K Buy
+53,828
New +$419K 0.07% 292

Other funds holding WTTR

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CM Wealth Advisors sold out of Select Water Solutions (WTTR) in Q2 2023, closing a stake of 53,828 shares — an estimated $377K sold.

CM Wealth Advisors first reported a position in WTTR in Q1 2023 and held it in 1 quarter. The position peaked at $377K in Q1 2023. 156 funds tracked by Wall St. Rank hold WTTR as of Q2 2023.

  • CM Wealth Advisors reported no remaining Select Water Solutions position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 53,828 Select Water Solutions shares in Q2 2023, an estimated $377K.
  • CM Wealth Advisors first reported a position in Select Water Solutions in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Select Water Solutions position peaked at $377K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Select Water Solutions as of Q2 2023.

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