FP
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Financial Perspectives’s CVRx CVRX Stock Holding History

Financial Perspectives’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
2024
Q1 		– Sell
-807
Closed -$25.4K – 682
2023
Q4 		$25.4K Hold
807
– – 0.01% 353
2023
Q3 		$12.2K Sell
807
-892
-53% -$14.7K 0.01% 422
2023
Q2 		$26.2K Hold
1,699
– – 0.01% 332
2023
Q1 		$15.8K Hold
1,699
– – 0.01% 389
2022
Q4 		$31.2K Hold
1,699
– – 0.02% 310
2022
Q3 		$15.9K Hold
1,699
– – 0.01% 378
2022
Q2 		$10.2K Hold
1,699
– – 0.01% 440
2022
Q1 		$10.2K Hold
1,699
– – ﹤0.01% 459
2021
Q4 		$20.8K Buy
1,699
+892
+111% +$12.9K 0.01% 353
2021
Q3 		$13.3K Buy
+807
New +$15.5K 0.01% 408

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Financial Perspectives's CVRX Position: Q1 2024 in Review

Financial Perspectives sold out of CVRx (CVRX) in Q1 2024, closing a stake of 807 shares — an estimated $25.4K sold.

Financial Perspectives first reported a position in CVRX in Q3 2021 and held it in 10 quarters. The position peaked at $31.2K in Q4 2022. 88 funds tracked by Wall St. Rank hold CVRX as of Q1 2024.

  • Financial Perspectives reported no remaining CVRx position as of Q1 2024 after selling out during the quarter.
  • Financial Perspectives sold 807 CVRx shares in Q1 2024, an estimated $25.4K.
  • Financial Perspectives first reported a position in CVRx in Q3 2021 and held it in 10 quarters.
  • Financial Perspectives's CVRx position peaked at $31.2K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held CVRx as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.