MWM
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Mission Wealth Management’s KORU Medical Systems KRMD Stock Holding History

Mission Wealth Management’s Portfolio KRMD Stock Details KRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,500
Closed -$33.8K – 597
2023
Q3 		$33.8K Buy
+12,500
New +$34.2K ﹤0.01% 542

Other funds holding KRMD

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 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
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mission Wealth Management's KRMD Position: Q4 2023 in Review

Mission Wealth Management sold out of KORU Medical Systems (KRMD) in Q4 2023, closing a stake of 12,500 shares — an estimated $33.8K sold.

Mission Wealth Management first reported a position in KRMD in Q3 2023 and held it in 1 quarter. The position peaked at $33.8K in Q3 2023. 58 funds tracked by Wall St. Rank hold KRMD as of Q4 2023.

  • Mission Wealth Management reported no remaining KORU Medical Systems position as of Q4 2023 after selling out during the quarter.
  • Mission Wealth Management sold 12,500 KORU Medical Systems shares in Q4 2023, an estimated $33.8K.
  • Mission Wealth Management first reported a position in KORU Medical Systems in Q3 2023 and held it in 1 quarter.
  • Mission Wealth Management's KORU Medical Systems position peaked at $33.8K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held KORU Medical Systems as of Q4 2023.

Based on Mission Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.