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Wealthspire Advisors (New York)’s Commercial Metals CMC Stock Holding History

Wealthspire Advisors (New York)’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
2026
Q1 		$258K Sell
4,206
-2,014
-32% -$145K ﹤0.01% 774
2025
Q4 		$431K Sell
6,220
-436
-7% -$27.3K ﹤0.01% 660
2025
Q3 		$381K Sell
6,656
-2,016
-23% -$111K ﹤0.01% 601
2025
Q2 		$424K Sell
8,672
-1,673
-16% -$77.5K ﹤0.01% 579
2025
Q1 		$476K Sell
10,345
-2,128
-17% -$104K ﹤0.01% 526
2024
Q4 		$619K Sell
12,473
-1,729
-12% -$97.5K 0.01% 462
2024
Q3 		$781K Sell
14,202
-1,092
-7% -$59K 0.01% 413
2024
Q2 		$841K Buy
15,294
+116
+0.8% +$6.4K 0.01% 342
2024
Q1 		$892K Sell
15,178
-250
-2% -$13.2K 0.01% 332
2023
Q4 		$772K Sell
15,428
-1,270
-8% -$57.9K 0.01% 350
2023
Q3 		$825K Buy
+16,698
New +$908K 0.01% 310

Other funds holding CMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return