EWA
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EverSource Wealth Advisors’s Comtech Telecommunications CMTL Stock Holding History

EverSource Wealth Advisors’s Portfolio CMTL Stock Details CMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-168
Closed -$2.04K – 2412
2022
Q4 		$2.04K Hold
168
– – ﹤0.01% 1907
2022
Q3 		$2K Sell
168
-54
-24% -$595 ﹤0.01% 1639
2022
Q2 		$2K Buy
222
+106
+91% +$1.32K ﹤0.01% 1478
2022
Q1 		$2K Sell
116
-173
-60% -$3.4K ﹤0.01% 1500
2021
Q4 		$7K Buy
+289
New +$7.09K ﹤0.01% 1094

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Dimensional Fund Advisors
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AR
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State Street
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RA
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ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return