PWMG
CMCO icon

Prestige Wealth Management Group’s Columbus McKinnon CMCO Stock Holding History

Prestige Wealth Management Group’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-58
Closed -$1.88K – 1075
2022
Q4 		$1.88K Buy
+58
New +$1.71K ﹤0.01% 845

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Prestige Wealth Management Group's CMCO Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Columbus McKinnon (CMCO) in Q1 2023, closing a stake of 58 shares — an estimated $1.88K sold.

Prestige Wealth Management Group first reported a position in CMCO in Q4 2022 and held it in 1 quarter. The position peaked at $1.88K in Q4 2022. 153 funds tracked by Wall St. Rank hold CMCO as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Columbus McKinnon position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 58 Columbus McKinnon shares in Q1 2023, an estimated $1.88K.
  • Prestige Wealth Management Group first reported a position in Columbus McKinnon in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's Columbus McKinnon position peaked at $1.88K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.