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Wealthstreet Investment Advisors’s CorMedix CRMD Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-31,200
Closed -$312K – 137
2021
Q1 		$312K Buy
31,200
+4,000
+15% +$42.1K 0.03% 312
2020
Q4 		$202K Hold
27,200
– – 0.02% 340
2020
Q3 		$164K Buy
27,200
+3,500
+15% +$17.6K 0.02% 324
2020
Q2 		$149K Hold
23,700
– – 0.02% 313
2020
Q1 		$85K Buy
23,700
+3,500
+17% +$19.8K 0.01% 299
2019
Q4 		$147K Buy
20,200
+1,500
+8% +$9.17K 0.02% 340
2019
Q3 		$108K Buy
18,700
+2,460
+15% +$20.7K 0.01% 330
2019
Q2 		$146K Buy
16,240
+2,000
+14% +$15.7K 0.02% 334
2019
Q1 		$135K Buy
14,240
+2,840
+25% +$25.6K 0.02% 336
2018
Q4 		$99K Buy
11,400
+6,000
+111% +$40.1K 0.01% 324
2018
Q3 		$26K Hold
5,400
– – ﹤0.01% 342
2018
Q2 		$6K Hold
5,400
– – ﹤0.01% 344
2018
Q1 		$5K Hold
5,400
– – ﹤0.01% 340
2017
Q4 		$14K Buy
+5,400
New +$15.5K ﹤0.01% 333

Other funds holding CRMD

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthstreet Investment Advisors's CRMD Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of CorMedix (CRMD) in Q2 2021, closing a stake of 31,200 shares — an estimated $312K sold.

Wealthstreet Investment Advisors first reported a position in CRMD in Q4 2017 and held it in 14 quarters. The position peaked at $312K in Q1 2021. 79 funds tracked by Wall St. Rank hold CRMD as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining CorMedix position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 31,200 CorMedix shares in Q2 2021, an estimated $312K.
  • Wealthstreet Investment Advisors first reported a position in CorMedix in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's CorMedix position peaked at $312K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held CorMedix as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.