MWM
CMBT

Moran Wealth Management’s CMB.TECH NV CMBT Stock Holding History

Moran Wealth Management’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,211
Closed -$220K – 438
2024
Q1 		$220K Buy
13,211
+725
+6% +$12.6K 0.01% 399
2023
Q4 		$220K Buy
12,486
+492
+4% +$8.72K 0.01% 399
2023
Q3 		$197K Buy
11,994
+1,260
+12% +$20.8K 0.01% 354
2023
Q2 		$163K Buy
+10,734
New +$175K 0.01% 371

Other funds holding CMBT

CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moran Wealth Management's CMBT Position: Q2 2024 in Review

Moran Wealth Management sold out of CMB.TECH NV (CMBT) in Q2 2024, closing a stake of 13,211 shares — an estimated $220K sold.

Moran Wealth Management first reported a position in CMBT in Q2 2023 and held it in 4 quarters. The position peaked at $220K in Q1 2024. 59 funds tracked by Wall St. Rank hold CMBT as of Q2 2024.

  • Moran Wealth Management reported no remaining CMB.TECH NV position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 13,211 CMB.TECH NV shares in Q2 2024, an estimated $220K.
  • Moran Wealth Management first reported a position in CMB.TECH NV in Q2 2023 and held it in 4 quarters.
  • Moran Wealth Management's CMB.TECH NV position peaked at $220K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held CMB.TECH NV as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.