Level Four Advisory Services’s CVRx CVRX Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-28,885	Closed	-$908K	–	772
2024 Q1	$908K	Hold	28,885	–	–	0.05%	310
2023 Q4	$908K	Buy	28,885 +1,844	+7%	+$34.6K	0.05%	310
2023 Q3	$410K	Sell	27,041 -13,850	-34%	-$228K	0.03%	503
2023 Q2	$631K	Buy	40,891 +3,450	+9%	+$42.1K	0.04%	407
2023 Q1	$349K	Buy	37,441 +15,212	+68%	+$201K	0.02%	549
2022 Q4	$408K	Buy	+22,229	New	+$274K	0.03%	438

Other funds holding CVRX

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

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Level Four Advisory Services's CVRX Position: Q2 2024 in Review

Level Four Advisory Services sold out of CVRx (CVRX) in Q2 2024, closing a stake of 28,885 shares — an estimated $908K sold.

Level Four Advisory Services first reported a position in CVRX in Q4 2022 and held it in 6 quarters. The position peaked at $908K in Q1 2024. 73 funds tracked by Wall St. Rank hold CVRX as of Q2 2024.

Level Four Advisory Services reported no remaining CVRx position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 28,885 CVRx shares in Q2 2024, an estimated $908K.
Level Four Advisory Services first reported a position in CVRx in Q4 2022 and held it in 6 quarters.
Level Four Advisory Services's CVRx position peaked at $908K in Q1 2024.
73 funds tracked by Wall St. Rank held CVRx as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.