KWM
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Kingsview Wealth Management’s CorMedix CRMD Stock Holding History

Kingsview Wealth Management’s Portfolio CRMD Stock Details CRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-44,120
Closed -$40K – 388
2018
Q1 		$40K Buy
+44,120
New +$88K 0.01% 303

Other funds holding CRMD

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Spinnaker Capital Boston, Massachusetts $1.08M AUM 45.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PD
Planning Directions Glen Mills, Pennsylvania $198M AUM 11.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kingsview Wealth Management's CRMD Position: Q2 2018 in Review

Kingsview Wealth Management sold out of CorMedix (CRMD) in Q2 2018, closing a stake of 44,120 shares — an estimated $40K sold.

Kingsview Wealth Management first reported a position in CRMD in Q1 2018 and held it in 1 quarter. The position peaked at $40K in Q1 2018. 34 funds tracked by Wall St. Rank hold CRMD as of Q2 2018.

  • Kingsview Wealth Management reported no remaining CorMedix position as of Q2 2018 after selling out during the quarter.
  • Kingsview Wealth Management sold 44,120 CorMedix shares in Q2 2018, an estimated $40K.
  • Kingsview Wealth Management first reported a position in CorMedix in Q1 2018 and held it in 1 quarter.
  • Kingsview Wealth Management's CorMedix position peaked at $40K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held CorMedix as of Q2 2018.

Based on Kingsview Wealth Management's 13F filing for Q2 2018, filed 29 Jan 2020.