Oxford Financial Group’s CorMedix CRMD Stock Holding History

Oxford Financial Group’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
2021 Q3	–	Sell	-60,905	Closed	-$418K	–	246
2021 Q2	$418K	Hold	60,905	–	–	0.06%	122
2021 Q1	$608K	Hold	60,905	–	–	0.08%	96
2020 Q4	$453K	Hold	60,905	–	–	0.07%	107
2020 Q3	$367K	Buy	60,905 +4,830	+9%	+$24.3K	0.06%	120
2020 Q2	$353K	Hold	56,075	–	–	0.06%	113
2020 Q1	$201K	Buy	+56,075	New	+$317K	0.04%	151

Other funds holding CRMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Oxford Financial Group's CRMD Position: Q3 2021 in Review

Oxford Financial Group sold out of CorMedix (CRMD) in Q3 2021, closing a stake of 60,905 shares — an estimated $418K sold.

Oxford Financial Group first reported a position in CRMD in Q1 2020 and held it in 6 quarters. The position peaked at $608K in Q1 2021. 79 funds tracked by Wall St. Rank hold CRMD as of Q3 2021.

Oxford Financial Group reported no remaining CorMedix position as of Q3 2021 after selling out during the quarter.
Oxford Financial Group sold 60,905 CorMedix shares in Q3 2021, an estimated $418K.
Oxford Financial Group first reported a position in CorMedix in Q1 2020 and held it in 6 quarters.
Oxford Financial Group's CorMedix position peaked at $608K in Q1 2021.
79 funds tracked by Wall St. Rank held CorMedix as of Q3 2021.

Based on Oxford Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.