GoalVest Advisory’s Cambium Networks CMBM Stock Holding History

GoalVest Advisory’s Portfolio CMBM Stock Details CMBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-231	Closed	-$1.69K	–	393
2023 Q3	$1.69K	Buy	231 +9	+4%	+$97	﹤0.01%	433
2023 Q2	$3.38K	Buy	+222	New	+$3.44K	﹤0.01%	324

Other funds holding CMBM

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GoalVest Advisory's CMBM Position: Q4 2023 in Review

GoalVest Advisory sold out of Cambium Networks (CMBM) in Q4 2023, closing a stake of 231 shares — an estimated $1.69K sold.

GoalVest Advisory first reported a position in CMBM in Q2 2023 and held it in 2 quarters. The position peaked at $3.38K in Q2 2023. 80 funds tracked by Wall St. Rank hold CMBM as of Q4 2023.

GoalVest Advisory reported no remaining Cambium Networks position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 231 Cambium Networks shares in Q4 2023, an estimated $1.69K.
GoalVest Advisory first reported a position in Cambium Networks in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Cambium Networks position peaked at $3.38K in Q2 2023.
80 funds tracked by Wall St. Rank held Cambium Networks as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.