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Capital Performance Advisors’s Utah Medical Products UTMD Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-20
Closed -$1.34K – 2572
2024
Q3 		$1.34K Buy
+20
New +$1.36K ﹤0.01% 1766

Other funds holding UTMD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Performance Advisors sold out of Utah Medical Products (UTMD) in Q4 2024, closing a stake of 20 shares — an estimated $1.34K sold.

Capital Performance Advisors first reported a position in UTMD in Q3 2024 and held it in 1 quarter. The position peaked at $1.34K in Q3 2024. 112 funds tracked by Wall St. Rank hold UTMD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Utah Medical Products position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 Utah Medical Products shares in Q4 2024, an estimated $1.34K.
  • Capital Performance Advisors first reported a position in Utah Medical Products in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Utah Medical Products position peaked at $1.34K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2024.

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