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Advisor OS’s CorMedix CRMD Stock Holding History

Advisor OS’s Portfolio CRMD Stock Details CRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,000
Closed -$113K – 391
2023
Q4 		$113K Buy
30,000
+5,000
+20% +$17.2K 0.01% 335
2023
Q3 		$92.5K Hold
25,000
– – 0.01% 283
2023
Q2 		$99.1K Hold
25,000
– – 0.02% 295
2023
Q1 		$104K Hold
25,000
– – 0.02% 239
2022
Q4 		$106K Buy
+25,000
New +$88.4K 0.03% 212

Other funds holding CRMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's CRMD Position: Q1 2024 in Review

Advisor OS sold out of CorMedix (CRMD) in Q1 2024, closing a stake of 30,000 shares — an estimated $113K sold.

Advisor OS first reported a position in CRMD in Q4 2022 and held it in 5 quarters. The position peaked at $113K in Q4 2023. 91 funds tracked by Wall St. Rank hold CRMD as of Q1 2024.

  • Advisor OS reported no remaining CorMedix position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 30,000 CorMedix shares in Q1 2024, an estimated $113K.
  • Advisor OS first reported a position in CorMedix in Q4 2022 and held it in 5 quarters.
  • Advisor OS's CorMedix position peaked at $113K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held CorMedix as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.