CPA
SRDX

Capital Performance Advisors’s Surmodics SRDX Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-23
Closed -$892 – 2340
2024
Q3 		$892 Buy
+23
New +$930 ﹤0.01% 1960

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Capital Performance Advisors's SRDX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Surmodics (SRDX) in Q4 2024, closing a stake of 23 shares — an estimated $892 sold.

Capital Performance Advisors first reported a position in SRDX in Q3 2024 and held it in 1 quarter. The position peaked at $892 in Q3 2024. 139 funds tracked by Wall St. Rank hold SRDX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Surmodics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 Surmodics shares in Q4 2024, an estimated $892.
  • Capital Performance Advisors first reported a position in Surmodics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Surmodics position peaked at $892 in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Surmodics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.