Bogart Wealth LLC’s CryoPort CYRX Stock Holding History

Bogart Wealth LLC’s Portfolio CYRX Stock Details CYRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-51	Closed	-$880	–	1079
2023 Q2	$880	Hold	51	–	–	﹤0.01%	951
2023 Q1	$1.22K	Buy	+51	New	+$1.11K	﹤0.01%	970

Other funds holding CYRX

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Bogart Wealth LLC's CYRX Position: Q3 2023 in Review

Bogart Wealth LLC sold out of CryoPort (CYRX) in Q3 2023, closing a stake of 51 shares — an estimated $880 sold.

Bogart Wealth LLC first reported a position in CYRX in Q1 2023 and held it in 2 quarters. The position peaked at $1.22K in Q1 2023. 158 funds tracked by Wall St. Rank hold CYRX as of Q3 2023.

Bogart Wealth LLC reported no remaining CryoPort position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 51 CryoPort shares in Q3 2023, an estimated $880.
Bogart Wealth LLC first reported a position in CryoPort in Q1 2023 and held it in 2 quarters.
Bogart Wealth LLC's CryoPort position peaked at $1.22K in Q1 2023.
158 funds tracked by Wall St. Rank held CryoPort as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.