Sugarloaf Wealth Management’s CervoMed CRVO Stock Holding History

Sugarloaf Wealth Management’s Portfolio CRVO Stock Details CRVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-210	Closed	-$13K	–	757
2020 Q4	$13K	Hold	210	–	–	﹤0.01%	453
2020 Q3	$13K	Sell	210 -90	-30%	-$6.84K	﹤0.01%	422
2020 Q2	$22K	Buy	300 +247	+466%	+$15K	0.01%	336
2020 Q1	$1K	Buy	53 +6	+13%	+$182	﹤0.01%	637
2019 Q4	$2K	Buy	+47	New	+$2.87K	﹤0.01%	628

Other funds holding CRVO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Yu Fan $97M AUM 57.2% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of CervoMed (CRVO) in Q1 2021, closing a stake of 210 shares — an estimated $13K sold.

Sugarloaf Wealth Management first reported a position in CRVO in Q4 2019 and held it in 5 quarters. The position peaked at $22K in Q2 2020. 22 funds tracked by Wall St. Rank hold CRVO as of Q1 2021.

Sugarloaf Wealth Management reported no remaining CervoMed position as of Q1 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 210 CervoMed shares in Q1 2021, an estimated $13K.
Sugarloaf Wealth Management first reported a position in CervoMed in Q4 2019 and held it in 5 quarters.
Sugarloaf Wealth Management's CervoMed position peaked at $22K in Q2 2020.
22 funds tracked by Wall St. Rank held CervoMed as of Q1 2021.

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