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 $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $1.61T AUM 30.72% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $184M AUM 20.73% 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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return