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Independent Advisor Alliance’s Commercial Metals CMC Stock Holding History

Independent Advisor Alliance’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-31,353
Closed -$955K – 682
2021
Q3 		$955K Buy
+31,353
New +$998K 0.05% 274
2020
Q1 		– Sell
-13,900
Closed -$310K – 475
2019
Q4 		$310K Buy
+13,900
New +$282K 0.01% 671

Other funds holding CMC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Advisor Alliance's CMC Position: Q4 2021 in Review

Independent Advisor Alliance sold out of Commercial Metals (CMC) in Q4 2021, closing a stake of 31,353 shares — an estimated $955K sold.

Independent Advisor Alliance first reported a position in CMC in Q4 2019 and held it in 2 quarters. The position peaked at $955K in Q3 2021. 313 funds tracked by Wall St. Rank hold CMC as of Q4 2021.

  • Independent Advisor Alliance reported no remaining Commercial Metals position as of Q4 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 31,353 Commercial Metals shares in Q4 2021, an estimated $955K.
  • Independent Advisor Alliance first reported a position in Commercial Metals in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Commercial Metals position peaked at $955K in Q3 2021.
  • 313 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.