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Valeo Financial Advisors’s CVRx CVRX Stock Holding History

Valeo Financial Advisors’s Portfolio CVRX Stock Details CVRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,000
Closed -$274K – 691
2024
Q1 		$274K Buy
+19,000
New +$450K 0.01% 535
2023
Q2 		– Sell
-44,000
Closed -$410K – 624
2023
Q1 		$410K Buy
+44,000
New +$582K 0.02% 372

Other funds holding CVRX

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Valeo Financial Advisors's CVRX Position: Q2 2024 in Review

Valeo Financial Advisors sold out of CVRx (CVRX) in Q2 2024, closing a stake of 19,000 shares — an estimated $274K sold.

Valeo Financial Advisors first reported a position in CVRX in Q1 2023 and held it in 2 quarters. The position peaked at $410K in Q1 2023. 73 funds tracked by Wall St. Rank hold CVRX as of Q2 2024.

  • Valeo Financial Advisors reported no remaining CVRx position as of Q2 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 19,000 CVRx shares in Q2 2024, an estimated $274K.
  • Valeo Financial Advisors first reported a position in CVRx in Q1 2023 and held it in 2 quarters.
  • Valeo Financial Advisors's CVRx position peaked at $410K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held CVRx as of Q2 2024.

Based on Valeo Financial Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.