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Plante Moran Financial Advisors’s Cabot Corp CBT Stock Holding History

Plante Moran Financial Advisors’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-66
Closed -$4K – 877
2022
Q3 		$4K Buy
+66
New +$4.65K ﹤0.01% 719
2019
Q1 		– Sell
-25
Closed -$1K – 791
2018
Q4 		$1K Buy
+25
New +$1.25K ﹤0.01% 783

Other funds holding CBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's CBT Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Cabot Corp (CBT) in Q4 2022, closing a stake of 66 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in CBT in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 316 funds tracked by Wall St. Rank hold CBT as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Cabot Corp position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 66 Cabot Corp shares in Q4 2022, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Cabot Corp in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Cabot Corp position peaked at $4K in Q3 2022.
  • 316 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.