AWM
SRDX

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 – 2111
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return