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CM Wealth Advisors’s KORU Medical Systems KRMD Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-46,476
Closed -$192K – 302
2023
Q1 		$192K Buy
+46,476
New +$183K 0.04% 376

Other funds holding KRMD

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 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
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

CM Wealth Advisors's KRMD Position: Q2 2023 in Review

CM Wealth Advisors sold out of KORU Medical Systems (KRMD) in Q2 2023, closing a stake of 46,476 shares — an estimated $192K sold.

CM Wealth Advisors first reported a position in KRMD in Q1 2023 and held it in 1 quarter. The position peaked at $192K in Q1 2023. 61 funds tracked by Wall St. Rank hold KRMD as of Q2 2023.

  • CM Wealth Advisors reported no remaining KORU Medical Systems position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 46,476 KORU Medical Systems shares in Q2 2023, an estimated $192K.
  • CM Wealth Advisors first reported a position in KORU Medical Systems in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's KORU Medical Systems position peaked at $192K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held KORU Medical Systems as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.