EWM
LMDX

Elmwood Wealth Management’s LumiraDx Limited Common Shares LMDX Stock Holding History

Elmwood Wealth Management’s Portfolio LMDX Stock Details LMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,035
Closed -$6.06K – 121
2023
Q1 		$6.06K Buy
+13,035
New +$12.5K ﹤0.01% 119

Other funds holding LMDX

GF
Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Elmwood Wealth Management's LMDX Position: Q2 2023 in Review

Elmwood Wealth Management sold out of LumiraDx Limited Common Shares (LMDX) in Q2 2023, closing a stake of 13,035 shares — an estimated $6.06K sold.

Elmwood Wealth Management first reported a position in LMDX in Q1 2023 and held it in 1 quarter. The position peaked at $6.06K in Q1 2023. 35 funds tracked by Wall St. Rank hold LMDX as of Q2 2023.

  • Elmwood Wealth Management reported no remaining LumiraDx Limited Common Shares position as of Q2 2023 after selling out during the quarter.
  • Elmwood Wealth Management sold 13,035 LumiraDx Limited Common Shares shares in Q2 2023, an estimated $6.06K.
  • Elmwood Wealth Management first reported a position in LumiraDx Limited Common Shares in Q1 2023 and held it in 1 quarter.
  • Elmwood Wealth Management's LumiraDx Limited Common Shares position peaked at $6.06K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q2 2023.

Based on Elmwood Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.