Avior Wealth Management’s Surmodics SRDX Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-542	Closed	-$21.5K	–	2109
2024 Q4	$21.5K	Hold	542	–	–	﹤0.01%	1391
2024 Q3	$21K	Hold	542	–	–	﹤0.01%	1364
2024 Q2	$22.8K	Sell	542 -3	-0.6%	-$102	﹤0.01%	1317
2024 Q1	$16K	Buy	545 +3	+0.6%	+$96	﹤0.01%	1702
2023 Q4	$19.7K	Buy	542 +149	+38%	+$4.88K	﹤0.01%	890
2023 Q3	$12.6K	Hold	393	–	–	﹤0.01%	1005
2023 Q2	$12.3K	Hold	393	–	–	﹤0.01%	990
2023 Q1	$8.95K	Hold	393	–	–	﹤0.01%	1072
2022 Q4	$13.4K	Hold	393	–	–	﹤0.01%	812
2022 Q3	$11K	Hold	393	–	–	﹤0.01%	842
2022 Q2	$14K	Hold	393	–	–	﹤0.01%	725
2022 Q1	$17K	Hold	393	–	–	﹤0.01%	745
2021 Q4	$18K	Sell	393 -393	-50%	-$19.8K	﹤0.01%	729
2021 Q3	$43K	Buy	+786	New	+$43.7K	﹤0.01%	576

Other funds holding SRDX

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

SCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 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

Avior Wealth Management's SRDX Position: Q1 2025 in Review

Avior Wealth Management sold out of Surmodics (SRDX) in Q1 2025, closing a stake of 542 shares — an estimated $21.5K sold.

Avior Wealth Management first reported a position in SRDX in Q3 2021 and held it in 14 quarters. The position peaked at $43K in Q3 2021. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2025.

Avior Wealth Management reported no remaining Surmodics position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 542 Surmodics shares in Q1 2025, an estimated $21.5K.
Avior Wealth Management first reported a position in Surmodics in Q3 2021 and held it in 14 quarters.
Avior Wealth Management's Surmodics position peaked at $43K in Q3 2021.
135 funds tracked by Wall St. Rank held Surmodics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.