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Jupiter Wealth Management’s Commercial Metals CMC Stock Holding History

Jupiter Wealth Management’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
2022
Q2 		– Sell
-20,000
Closed -$832K – 65
2022
Q1 		$832K Hold
20,000
– – 0.52% 41
2021
Q4 		$725K Sell
20,000
-5,000
-20% -$166K 0.38% 52
2021
Q3 		$838K Buy
25,000
+5,000
+25% +$159K 0.4% 56
2021
Q2 		$644K Buy
+20,000
New +$620K 0.31% 58

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 $3.37T AUM 44.26% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Wealth Management's CMC Position: Q2 2022 in Review

Jupiter Wealth Management sold out of Commercial Metals (CMC) in Q2 2022, closing a stake of 20,000 shares — an estimated $832K sold.

Jupiter Wealth Management first reported a position in CMC in Q2 2021 and held it in 4 quarters. The position peaked at $838K in Q3 2021. 347 funds tracked by Wall St. Rank hold CMC as of Q2 2022.

  • Jupiter Wealth Management reported no remaining Commercial Metals position as of Q2 2022 after selling out during the quarter.
  • Jupiter Wealth Management sold 20,000 Commercial Metals shares in Q2 2022, an estimated $832K.
  • Jupiter Wealth Management first reported a position in Commercial Metals in Q2 2021 and held it in 4 quarters.
  • Jupiter Wealth Management's Commercial Metals position peaked at $838K in Q3 2021.
  • 347 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2022.

Based on Jupiter Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.