BCWM
SILK

Bartlett & Co Wealth Management’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-119
Closed -$4.33K – 1298
2022
Q2 		$4.33K Buy
+119
New +$4.32K ﹤0.01% 1047

Other funds holding SILK

WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bartlett & Co Wealth Management's SILK Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q3 2022, closing a stake of 119 shares — an estimated $4.33K sold.

Bartlett & Co Wealth Management first reported a position in SILK in Q2 2022 and held it in 1 quarter. The position peaked at $4.33K in Q2 2022. 147 funds tracked by Wall St. Rank hold SILK as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Silk Road Medical, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 119 Silk Road Medical, Inc. Common Stock shares in Q3 2022, an estimated $4.33K.
  • Bartlett & Co Wealth Management first reported a position in Silk Road Medical, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Silk Road Medical, Inc. Common Stock position peaked at $4.33K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.