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TrueWealth LLC’s Commercial Metals CMC Stock Holding History

TrueWealth LLC’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
2020
Q1 		– Sell
-40
Closed -$1K – 728
2019
Q4 		$1K Hold
40
– – ﹤0.01% 699
2019
Q3 		$1K Hold
40
– – ﹤0.01% 666
2019
Q2 		$1K Hold
40
– – ﹤0.01% 681
2019
Q1 		$1K Hold
40
– – ﹤0.01% 684
2018
Q4 		$1K Hold
40
– – ﹤0.01% 687
2018
Q3 		$1K Hold
40
– – ﹤0.01% 759
2018
Q2 		$1K Hold
40
– – ﹤0.01% 768
2018
Q1 		$1K Buy
+40
New +$970 ﹤0.01% 735

Other funds holding CMC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TrueWealth LLC's CMC Position: Q1 2020 in Review

TrueWealth LLC sold out of Commercial Metals (CMC) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in CMC in Q1 2018 and held it in 8 quarters. The position peaked at $1K in Q4 2019. 251 funds tracked by Wall St. Rank hold CMC as of Q1 2020.

  • TrueWealth LLC reported no remaining Commercial Metals position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 40 Commercial Metals shares in Q1 2020, an estimated $1K.
  • TrueWealth LLC first reported a position in Commercial Metals in Q1 2018 and held it in 8 quarters.
  • TrueWealth LLC's Commercial Metals position peaked at $1K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.