CM Wealth Advisors’s Zynex ZYXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,484	Closed	-$128K	–	442
2023 Q1	$128K	Buy	+11,484	New	+$150K	0.02%	390

Other funds holding ZYXI

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CM Wealth Advisors sold out of Zynex (ZYXI) in Q2 2023, closing a stake of 11,484 shares — an estimated $128K sold.

CM Wealth Advisors first reported a position in ZYXI in Q1 2023 and held it in 1 quarter. The position peaked at $128K in Q1 2023. 148 funds tracked by Wall St. Rank hold ZYXI as of Q2 2023.

CM Wealth Advisors reported no remaining Zynex position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,484 Zynex shares in Q2 2023, an estimated $128K.
CM Wealth Advisors first reported a position in Zynex in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Zynex position peaked at $128K in Q1 2023.
148 funds tracked by Wall St. Rank held Zynex as of Q2 2023.

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