MW
CMAX

Milestone Wealth’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Milestone Wealth’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
2022
Q3 		$35K Hold
167
– – 0.04% 127
2022
Q2 		$18K Hold
167
– – 0.02% 149
2022
Q1 		$38K Hold
167
– – 0.03% 150
2021
Q4 		$38K Buy
+167
New +$39.7K 0.03% 150

Other funds holding CMAX

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACM
Athyrium Capital Management New York $8.69M AUM 34.58% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Milestone Wealth's CMAX Position: Q3 2022 in Review

Milestone Wealth held its CareMax, Inc. Class A Common Stock (CMAX) position steady in Q3 2022 at 167 shares worth $35K. The position accounts for 0.04% of the portfolio, ranked #127.

Milestone Wealth first reported a position in CMAX in Q4 2021 and has held it in 4 quarters since. The position peaked at $38K in Q1 2022. 81 funds tracked by Wall St. Rank hold CMAX as of Q3 2022.

  • Milestone Wealth held 167 shares of CareMax, Inc. Class A Common Stock worth $35K as of Q3 2022.
  • Milestone Wealth left its CareMax, Inc. Class A Common Stock share count unchanged in Q3 2022.
  • CareMax, Inc. Class A Common Stock made up 0.04% of Milestone Wealth's portfolio in Q3 2022, its #127 holding.
  • Milestone Wealth first reported a position in CareMax, Inc. Class A Common Stock in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's CareMax, Inc. Class A Common Stock position peaked at $38K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.