CFGS
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Concourse Financial Group Securities’s CVRx CVRX Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-60
Closed -$1.03K – 450
2024
Q4 		$1.03K Hold
60
– – ﹤0.01% 2094
2024
Q3 		$528 Hold
60
– – ﹤0.01% 2137
2024
Q2 		$719 Sell
60
-500
-89% -$5.76K ﹤0.01% 2160
2024
Q1 		$10.2K Hold
560
– – ﹤0.01% 1696
2023
Q4 		$17.6K Buy
560
+500
+833% +$9.38K ﹤0.01% 1527
2023
Q3 		$910 Hold
60
– – ﹤0.01% 2112
2023
Q2 		$926 Hold
60
– – ﹤0.01% 2144
2023
Q1 		$559 Buy
+60
New +$794 ﹤0.01% 2242

Other funds holding CVRX

JJ
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
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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Concourse Financial Group Securities's CVRX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of CVRx (CVRX) in Q1 2025, closing a stake of 60 shares — an estimated $1.03K sold.

Concourse Financial Group Securities first reported a position in CVRX in Q1 2023 and held it in 8 quarters. The position peaked at $17.6K in Q4 2023. 96 funds tracked by Wall St. Rank hold CVRX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining CVRx position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 60 CVRx shares in Q1 2025, an estimated $1.03K.
  • Concourse Financial Group Securities first reported a position in CVRx in Q1 2023 and held it in 8 quarters.
  • Concourse Financial Group Securities's CVRx position peaked at $17.6K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held CVRx as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.