CWM
SRTS icon

Cahill Wealth Management’s Sensus Healthcare SRTS Stock Holding History

Cahill Wealth Management’s Portfolio SRTS Stock Details SRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,475
Closed -$29K – 46
2023
Q3 		$29K Sell
10,475
-63,384
-86% -$194K 0.02% 47
2023
Q2 		$233K Buy
73,859
+8,309
+13% +$30K 0.16% 43
2023
Q1 		$342K Buy
65,550
+8,485
+15% +$60.9K 0.25% 39
2022
Q4 		$404K Buy
57,065
+33,715
+144% +$304K 0.29% 39
2022
Q3 		$292K Buy
+23,350
New +$279K 0.26% 37

Other funds holding SRTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cahill Wealth Management's SRTS Position: Q4 2023 in Review

Cahill Wealth Management sold out of Sensus Healthcare (SRTS) in Q4 2023, closing a stake of 10,475 shares — an estimated $29K sold.

Cahill Wealth Management first reported a position in SRTS in Q3 2022 and held it in 5 quarters. The position peaked at $404K in Q4 2022. 41 funds tracked by Wall St. Rank hold SRTS as of Q4 2023.

  • Cahill Wealth Management reported no remaining Sensus Healthcare position as of Q4 2023 after selling out during the quarter.
  • Cahill Wealth Management sold 10,475 Sensus Healthcare shares in Q4 2023, an estimated $29K.
  • Cahill Wealth Management first reported a position in Sensus Healthcare in Q3 2022 and held it in 5 quarters.
  • Cahill Wealth Management's Sensus Healthcare position peaked at $404K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Sensus Healthcare as of Q4 2023.

Based on Cahill Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.