CAG
PROF

Crestwood Advisors Group’s Profound Medical PROF Stock Holding History

Crestwood Advisors Group’s Portfolio PROF Stock Details PROF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,500
Closed -$201K – 269
2022
Q4 		$201K Sell
18,500
-4,200
-19% -$22.9K 0.01% 252
2022
Q3 		$92K Buy
22,700
+5,000
+28% +$33.7K ﹤0.01% 256
2022
Q2 		$129K Buy
+17,700
New +$140K ﹤0.01% 254

Other funds holding PROF

GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
TIM
Timelo Investment Management Aurora, Ontario, Canada $127M AUM 23.73% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crestwood Advisors Group's PROF Position: Q1 2023 in Review

Crestwood Advisors Group sold out of Profound Medical (PROF) in Q1 2023, closing a stake of 18,500 shares — an estimated $201K sold.

Crestwood Advisors Group first reported a position in PROF in Q2 2022 and held it in 3 quarters. The position peaked at $201K in Q4 2022. 32 funds tracked by Wall St. Rank hold PROF as of Q1 2023.

  • Crestwood Advisors Group reported no remaining Profound Medical position as of Q1 2023 after selling out during the quarter.
  • Crestwood Advisors Group sold 18,500 Profound Medical shares in Q1 2023, an estimated $201K.
  • Crestwood Advisors Group first reported a position in Profound Medical in Q2 2022 and held it in 3 quarters.
  • Crestwood Advisors Group's Profound Medical position peaked at $201K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Profound Medical as of Q1 2023.

Based on Crestwood Advisors Group's 13F filing for Q1 2023, filed 12 May 2023.