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Keebeck Wealth Management’s CVRx CVRX Stock Holding History

Keebeck Wealth Management’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
Q3 		– Sell
-10,161
Closed -$122K – 258
2024
Q2 		$122K Buy
10,161
+108
+1% +$1.24K 0.02% 258
2024
Q1 		$183K Buy
10,053
+478
+5% +$11.3K 0.03% 271
2023
Q4 		$301K Buy
+9,575
New +$180K 0.05% 224

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Keebeck Wealth Management's CVRX Position: Q3 2024 in Review

Keebeck Wealth Management sold out of CVRx (CVRX) in Q3 2024, closing a stake of 10,161 shares — an estimated $122K sold.

Keebeck Wealth Management first reported a position in CVRX in Q4 2023 and held it in 3 quarters. The position peaked at $301K in Q4 2023. 86 funds tracked by Wall St. Rank hold CVRX as of Q3 2024.

  • Keebeck Wealth Management reported no remaining CVRx position as of Q3 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 10,161 CVRx shares in Q3 2024, an estimated $122K.
  • Keebeck Wealth Management first reported a position in CVRx in Q4 2023 and held it in 3 quarters.
  • Keebeck Wealth Management's CVRx position peaked at $301K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held CVRx as of Q3 2024.

Based on Keebeck Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.