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SkyOak Wealth’s Commercial Metals CMC Stock Holding History

SkyOak Wealth’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
2024
Q2 		– Sell
-7,141
Closed -$420K – 250
2024
Q1 		$420K Buy
7,141
+617
+9% +$32.7K 0.1% 140
2023
Q4 		$326K Sell
6,524
-16
-0.2% -$729 0.09% 162
2023
Q3 		$323K Sell
6,540
-244
-4% -$13.3K 0.09% 152
2023
Q2 		$357K Buy
+6,784
New +$317K 0.1% 147

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SkyOak Wealth's CMC Position: Q2 2024 in Review

SkyOak Wealth sold out of Commercial Metals (CMC) in Q2 2024, closing a stake of 7,141 shares — an estimated $420K sold.

SkyOak Wealth first reported a position in CMC in Q2 2023 and held it in 4 quarters. The position peaked at $420K in Q1 2024. 422 funds tracked by Wall St. Rank hold CMC as of Q2 2024.

  • SkyOak Wealth reported no remaining Commercial Metals position as of Q2 2024 after selling out during the quarter.
  • SkyOak Wealth sold 7,141 Commercial Metals shares in Q2 2024, an estimated $420K.
  • SkyOak Wealth first reported a position in Commercial Metals in Q2 2023 and held it in 4 quarters.
  • SkyOak Wealth's Commercial Metals position peaked at $420K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2024.

Based on SkyOak Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.