BAM
UTMD icon

Belpointe Asset Management’s Utah Medical Products UTMD Stock Holding History

Belpointe Asset Management’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-400
Closed -$37.9K – 3256
2023
Q1 		$37.9K Hold
400
– – ﹤0.01% 1878
2022
Q4 		$40.2K Buy
+400
New +$36.5K ﹤0.01% 1732

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Belpointe Asset Management's UTMD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Utah Medical Products (UTMD) in Q2 2023, closing a stake of 400 shares — an estimated $37.9K sold.

Belpointe Asset Management first reported a position in UTMD in Q4 2022 and held it in 2 quarters. The position peaked at $40.2K in Q4 2022. 90 funds tracked by Wall St. Rank hold UTMD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Utah Medical Products position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 400 Utah Medical Products shares in Q2 2023, an estimated $37.9K.
  • Belpointe Asset Management first reported a position in Utah Medical Products in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Utah Medical Products position peaked at $40.2K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.