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WR Wealth Planners’s Commercial Metals CMC Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-51
Closed -$2.8K – 1121
2024
Q3 		$2.8K Hold
51
– – ﹤0.01% 838
2024
Q2 		$2.8K Hold
51
– – ﹤0.01% 817
2024
Q1 		$3K Buy
+51
New +$2.7K ﹤0.01% 808
2023
Q4 		– Sell
-51
Closed -$2.52K – 300
2023
Q3 		$2.52K Hold
51
– – ﹤0.01% 749
2023
Q2 		$2.69K Hold
51
– – ﹤0.01% 746
2023
Q1 		$2.49K Buy
+51
New +$2.64K ﹤0.01% 755

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WR Wealth Planners's CMC Position: Q4 2024 in Review

WR Wealth Planners sold out of Commercial Metals (CMC) in Q4 2024, closing a stake of 51 shares — an estimated $2.8K sold.

WR Wealth Planners first reported a position in CMC in Q1 2023 and held it in 6 quarters. The position peaked at $3K in Q1 2024. 432 funds tracked by Wall St. Rank hold CMC as of Q4 2024.

  • WR Wealth Planners reported no remaining Commercial Metals position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 51 Commercial Metals shares in Q4 2024, an estimated $2.8K.
  • WR Wealth Planners first reported a position in Commercial Metals in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Commercial Metals position peaked at $3K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.