CWM
MDXH icon

Castle Wealth Management’s MDxHealth MDXH Stock Holding History

Castle Wealth Management’s Portfolio MDXH Stock Details MDXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-60
Closed – – 405
2022
Q3 		$0 Hold
60
– – ﹤0.01% 707
2022
Q2 		$1K Buy
+60
New +$464 ﹤0.01% 627

Other funds holding MDXH

BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
MP
MVM Partners Boston, Massachusetts $10.8M AUM 61.97% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Castle Wealth Management's MDXH Position: Q4 2022 in Review

Castle Wealth Management sold out of MDxHealth (MDXH) in Q4 2022, closing a stake of 60 shares.

Castle Wealth Management first reported a position in MDXH in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 5 funds tracked by Wall St. Rank hold MDXH as of Q4 2022.

  • Castle Wealth Management reported no remaining MDxHealth position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 60 MDxHealth shares in Q4 2022.
  • Castle Wealth Management first reported a position in MDxHealth in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's MDxHealth position peaked at $1K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held MDxHealth as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.