Capital Performance Advisors’s CVRx CVRX Stock Holding History

Capital Performance Advisors’s Portfolio CVRX Stock Details CVRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$18	–	783
2024 Q3	$18	Buy	+2	New	+$18	﹤0.01%	2861

Other funds holding CVRX

Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Capital Performance Advisors's CVRX Position: Q4 2024 in Review

Capital Performance Advisors sold out of CVRx (CVRX) in Q4 2024, closing a stake of 2 shares — an estimated $18 sold.

Capital Performance Advisors first reported a position in CVRX in Q3 2024 and held it in 1 quarter. The position peaked at $18 in Q3 2024. 93 funds tracked by Wall St. Rank hold CVRX as of Q4 2024.

Capital Performance Advisors reported no remaining CVRx position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 2 CVRx shares in Q4 2024, an estimated $18.
Capital Performance Advisors first reported a position in CVRx in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's CVRx position peaked at $18 in Q3 2024.
93 funds tracked by Wall St. Rank held CVRx as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.