Advisornet Financial’s Surmodics SRDX Stock Holding History

Advisornet Financial’s Portfolio SRDX Stock Details SRDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-350	Closed	-$17K	–	2195
2021 Q4	$17K	Hold	350	–	–	﹤0.01%	1334
2021 Q3	$19K	Hold	350	–	–	﹤0.01%	1268
2021 Q2	$19K	Hold	350	–	–	﹤0.01%	1248
2021 Q1	$20K	Hold	350	–	–	﹤0.01%	1197
2020 Q4	$15K	Hold	350	–	–	﹤0.01%	1200
2020 Q3	$14K	Hold	350	–	–	﹤0.01%	1194
2020 Q2	$15K	Hold	350	–	–	﹤0.01%	1194
2020 Q1	$12K	Sell	350 -125	-26%	-$4.51K	﹤0.01%	1230
2019 Q4	$20K	Sell	475 -3,875	-89%	-$163K	﹤0.01%	1189
2019 Q3	$199K	Buy	4,350 +4,000	+1,143%	+$174K	0.02%	509
2019 Q2	$15K	Sell	350 -200	-36%	-$8.44K	﹤0.01%	1136
2019 Q1	$24K	Hold	550	–	–	﹤0.01%	949
2018 Q4	$26K	Hold	550	–	–	﹤0.01%	865
2018 Q3	$41K	Buy	550 +200	+57%	+$13.8K	0.01%	786
2018 Q2	$19K	Buy	+350	New	+$16.2K	﹤0.01%	961

Other funds holding SRDX

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

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Advisornet Financial's SRDX Position: Q1 2022 in Review

Advisornet Financial sold out of Surmodics (SRDX) in Q1 2022, closing a stake of 350 shares — an estimated $17K sold.

Advisornet Financial first reported a position in SRDX in Q2 2018 and held it in 15 quarters. The position peaked at $199K in Q3 2019. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2022.

Advisornet Financial reported no remaining Surmodics position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 350 Surmodics shares in Q1 2022, an estimated $17K.
Advisornet Financial first reported a position in Surmodics in Q2 2018 and held it in 15 quarters.
Advisornet Financial's Surmodics position peaked at $199K in Q3 2019.
135 funds tracked by Wall St. Rank held Surmodics as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.