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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 – 2409
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

Other funds holding CMTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AR
Acacia Research New York $14.1M AUM 50.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's CMTL Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Comtech Telecommunications (CMTL) in Q1 2023, closing a stake of 168 shares — an estimated $2.04K sold.

EverSource Wealth Advisors first reported a position in CMTL in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 137 funds tracked by Wall St. Rank hold CMTL as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Comtech Telecommunications position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 168 Comtech Telecommunications shares in Q1 2023, an estimated $2.04K.
  • EverSource Wealth Advisors first reported a position in Comtech Telecommunications in Q4 2021 and held it in 5 quarters.
  • EverSource Wealth Advisors's Comtech Telecommunications position peaked at $7K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Comtech Telecommunications as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.