HSA
CMAX

HBK Sorce Advisory’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-1,667
Closed -$53K – 874
2022
Q4 		$53K Buy
1,667
+834
+100% +$125K ﹤0.01% 730
2022
Q3 		$26K Buy
+833
New +$168K ﹤0.01% 555

Other funds holding CMAX

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HBK Sorce Advisory's CMAX Position: Q1 2023 in Review

HBK Sorce Advisory sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q1 2023, closing a stake of 1,667 shares — an estimated $53K sold.

HBK Sorce Advisory first reported a position in CMAX in Q3 2022 and held it in 2 quarters. The position peaked at $53K in Q4 2022. 86 funds tracked by Wall St. Rank hold CMAX as of Q1 2023.

  • HBK Sorce Advisory reported no remaining CareMax, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,667 CareMax, Inc. Class A Common Stock shares in Q1 2023, an estimated $53K.
  • HBK Sorce Advisory first reported a position in CareMax, Inc. Class A Common Stock in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's CareMax, Inc. Class A Common Stock position peaked at $53K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.