Measured Wealth Private Client Group’s LumiraDx Limited Common Shares LMDX Stock Holding History

Measured Wealth Private Client Group’s Portfolio LMDX Stock Details LMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50,000	Closed	-$23.3K	–	200
2023 Q1	$23.3K	Hold	50,000	–	–	0.01%	173
2022 Q4	$45K	Buy	+50,000	New	+$52.7K	0.02%	164
2022 Q3	–	Sell	-30,000	Closed	-$80K	–	190
2022 Q2	$80K	Buy	+30,000	New	+$120K	0.04%	174

Other funds holding LMDX

Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Measured Wealth Private Client Group's LMDX Position: Q2 2023 in Review

Measured Wealth Private Client Group sold out of LumiraDx Limited Common Shares (LMDX) in Q2 2023, closing a stake of 50,000 shares — an estimated $23.3K sold.

Measured Wealth Private Client Group first reported a position in LMDX in Q2 2022 and held it in 3 quarters. The position peaked at $80K in Q2 2022. 35 funds tracked by Wall St. Rank hold LMDX as of Q2 2023.

Measured Wealth Private Client Group reported no remaining LumiraDx Limited Common Shares position as of Q2 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 50,000 LumiraDx Limited Common Shares shares in Q2 2023, an estimated $23.3K.
Measured Wealth Private Client Group first reported a position in LumiraDx Limited Common Shares in Q2 2022 and held it in 3 quarters.
Measured Wealth Private Client Group's LumiraDx Limited Common Shares position peaked at $80K in Q2 2022.
35 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q2 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2023, filed 20 Jul 2023.