SWM
CMRC

Sugarloaf Wealth Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

Sugarloaf Wealth Management’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$7K – 715
2021
Q4 		$7K Hold
200
– – ﹤0.01% 547
2021
Q3 		$10K Sell
200
-400
-67% -$24.4K ﹤0.01% 517
2021
Q2 		$39K Hold
600
– – 0.01% 310
2021
Q1 		$35K Buy
600
+175
+41% +$11.6K 0.01% 323
2020
Q4 		$27K Buy
425
+25
+6% +$2K 0.01% 335
2020
Q3 		$33K Buy
+400
New +$35K 0.01% 290

Other funds holding CMRC

DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sugarloaf Wealth Management's CMRC Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Commerce.com Inc Series 1 (CMRC) in Q1 2022, closing a stake of 200 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in CMRC in Q3 2020 and held it in 6 quarters. The position peaked at $39K in Q2 2021. 188 funds tracked by Wall St. Rank hold CMRC as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Commerce.com Inc Series 1 position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 200 Commerce.com Inc Series 1 shares in Q1 2022, an estimated $7K.
  • Sugarloaf Wealth Management first reported a position in Commerce.com Inc Series 1 in Q3 2020 and held it in 6 quarters.
  • Sugarloaf Wealth Management's Commerce.com Inc Series 1 position peaked at $39K in Q2 2021.
  • 188 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.