Charles Schwab
CMAX

Charles Schwab’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Charles Schwab’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
-5,726
Closed -$85.6K – 3571
2023
Q4 		$85.6K Sell
5,726
-1,022
-15% -$42.4K ﹤0.01% 3358
2023
Q3 		$429K Hold
6,748
– – ﹤0.01% 3096
2023
Q2 		$630K Buy
6,748
+1,298
+24% +$114K ﹤0.01% 2946
2023
Q1 		$437K Hold
5,450
– – ﹤0.01% 2995
2022
Q4 		$597K Buy
5,450
+51
+0.9% +$7.62K ﹤0.01% 2944
2022
Q3 		$1.15M Buy
5,399
+9
+0.2% +$1.82K ﹤0.01% 2747
2022
Q2 		$587K Buy
5,390
+4,368
+427% +$749K ﹤0.01% 3013
2022
Q1 		$230K Buy
1,022
+214
+26% +$44.4K ﹤0.01% 3282
2021
Q4 		$187K Hold
808
– – ﹤0.01% 3370
2021
Q3 		$235K Buy
+808
New +$238K ﹤0.01% 3302

Other funds holding CMAX

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab's CMAX Position: Q1 2024 in Review

Charles Schwab sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q1 2024, closing a stake of 5,726 shares — an estimated $85.6K sold.

Charles Schwab first reported a position in CMAX in Q3 2021 and held it in 10 quarters. The position peaked at $1.15M in Q3 2022. 42 funds tracked by Wall St. Rank hold CMAX as of Q1 2024.

  • Charles Schwab reported no remaining CareMax, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab sold 5,726 CareMax, Inc. Class A Common Stock shares in Q1 2024, an estimated $85.6K.
  • Charles Schwab first reported a position in CareMax, Inc. Class A Common Stock in Q3 2021 and held it in 10 quarters.
  • Charles Schwab's CareMax, Inc. Class A Common Stock position peaked at $1.15M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q1 2024.

Based on Charles Schwab's 13F filing for Q1 2024, filed 9 May 2024.