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Sugarloaf Wealth Management’s CorMedix CRMD Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-2,000
Closed -$15K – 755
2020
Q4 		$15K Hold
2,000
– – 0.01% 428
2020
Q3 		$12K Hold
2,000
– – ﹤0.01% 434
2020
Q2 		$13K Hold
2,000
– – 0.01% 412
2020
Q1 		$7K Hold
2,000
– – ﹤0.01% 477
2019
Q4 		$15K Buy
+2,000
New +$12.2K 0.01% 410

Other funds holding CRMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sugarloaf Wealth Management's CRMD Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of CorMedix (CRMD) in Q1 2021, closing a stake of 2,000 shares — an estimated $15K sold.

Sugarloaf Wealth Management first reported a position in CRMD in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2020. 79 funds tracked by Wall St. Rank hold CRMD as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining CorMedix position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,000 CorMedix shares in Q1 2021, an estimated $15K.
  • Sugarloaf Wealth Management first reported a position in CorMedix in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's CorMedix position peaked at $15K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held CorMedix as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.