CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s KORU Medical Systems KRMD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KRMD Stock Details KRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,400
Closed -$31K – 3459
2020
Q3 		$31K Buy
4,400
+2,200
+100% +$19.5K ﹤0.01% 1789
2020
Q2 		$19K Buy
+2,200
New +$22.2K ﹤0.01% 1958

Other funds holding KRMD

HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's KRMD Position: Q4 2020 in Review

CAPTRUST Financial Advisors sold out of KORU Medical Systems (KRMD) in Q4 2020, closing a stake of 4,400 shares — an estimated $31K sold.

CAPTRUST Financial Advisors first reported a position in KRMD in Q2 2020 and held it in 2 quarters. The position peaked at $31K in Q3 2020. 75 funds tracked by Wall St. Rank hold KRMD as of Q4 2020.

  • CAPTRUST Financial Advisors reported no remaining KORU Medical Systems position as of Q4 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,400 KORU Medical Systems shares in Q4 2020, an estimated $31K.
  • CAPTRUST Financial Advisors first reported a position in KORU Medical Systems in Q2 2020 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's KORU Medical Systems position peaked at $31K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held KORU Medical Systems as of Q4 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.