Avantax Advisory Services’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Avantax Advisory Services’s Portfolio CMAX Stock Details CMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-877	Closed	-$13.1K	–	1750
2023 Q4	$13.1K	Hold	877	–	–	﹤0.01%	1564
2023 Q3	$55.8K	Hold	877	–	–	﹤0.01%	1507
2023 Q2	$81.8K	Hold	877	–	–	﹤0.01%	1455
2023 Q1	$70.3K	Hold	877	–	–	﹤0.01%	1437
2022 Q4	$96.1K	Hold	877	–	–	﹤0.01%	1366
2022 Q3	$187K	Hold	877	–	–	﹤0.01%	1228
2022 Q2	$96K	Hold	877	–	–	﹤0.01%	1253
2022 Q1	$197K	Hold	877	–	–	﹤0.01%	1201
2021 Q4	$202K	Hold	877	–	–	﹤0.01%	1171
2021 Q3	$254K	Buy	+877	New	+$258K	﹤0.01%	999

Other funds holding CMAX

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's CMAX Position: Q1 2024 in Review

Avantax Advisory Services sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q1 2024, closing a stake of 877 shares — an estimated $13.1K sold.

Avantax Advisory Services first reported a position in CMAX in Q3 2021 and held it in 10 quarters. The position peaked at $254K in Q3 2021. 42 funds tracked by Wall St. Rank hold CMAX as of Q1 2024.

Avantax Advisory Services reported no remaining CareMax, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 877 CareMax, Inc. Class A Common Stock shares in Q1 2024, an estimated $13.1K.
Avantax Advisory Services first reported a position in CareMax, Inc. Class A Common Stock in Q3 2021 and held it in 10 quarters.
Avantax Advisory Services's CareMax, Inc. Class A Common Stock position peaked at $254K in Q3 2021.
42 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.