EverSource Wealth Advisors’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

EverSource Wealth Advisors’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
2023 Q2	–	Sell	-6	Closed	-$497	–	2646
2023 Q1	$497	Hold	6	–	–	﹤0.01%	2229
2022 Q4	$679	Buy	+6	New	+$897	﹤0.01%	2163

Other funds holding CMAX

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EverSource Wealth Advisors's CMAX Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q2 2023, closing a stake of 6 shares — an estimated $497 sold.

EverSource Wealth Advisors first reported a position in CMAX in Q4 2022 and held it in 2 quarters. The position peaked at $679 in Q4 2022. 72 funds tracked by Wall St. Rank hold CMAX as of Q2 2023.

EverSource Wealth Advisors reported no remaining CareMax, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 6 CareMax, Inc. Class A Common Stock shares in Q2 2023, an estimated $497.
EverSource Wealth Advisors first reported a position in CareMax, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
EverSource Wealth Advisors's CareMax, Inc. Class A Common Stock position peaked at $679 in Q4 2022.
72 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.