Williams Jones Wealth Management’s Comtech Telecommunications CMTL Stock Holding History

Williams Jones Wealth Management’s Portfolio CMTL Stock Details CMTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,000	Closed	-$36.8K	–	516
2025 Q2	$36.8K	Buy	15,000 +5,000	+50%	+$9K	﹤0.01%	496
2025 Q1	$16K	Hold	10,000	–	–	﹤0.01%	486
2024 Q4	$40.1K	Buy	+10,000	New	+$35.7K	﹤0.01%	488

Other funds holding CMTL

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

QVT Financial New York $1.27B AUM 148.1% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return