CAN
SRDX

Cetera Advisor Networks’s Surmodics SRDX Stock Holding History

Cetera Advisor Networks’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
Q1 		$492K Sell
16,755
-170
-1% -$5.42K ﹤0.01% 1950
2023
Q4 		$615K Buy
16,925
+1,445
+9% +$47.4K ﹤0.01% 1713
2023
Q3 		$497K Buy
15,480
+53
+0.3% +$1.8K ﹤0.01% 1764
2023
Q2 		$483K Sell
15,427
-24
-0.2% -$548 ﹤0.01% 1735
2023
Q1 		$352K Buy
15,451
+24
+0.2% +$618 ﹤0.01% 1938
2022
Q4 		$526K Hold
15,427
– – ﹤0.01% 1605
2022
Q3 		$469K Hold
15,427
– – 0.01% 1323
2022
Q2 		$574K Sell
15,427
-150
-1% -$5.82K 0.01% 1185
2022
Q1 		$706K Hold
15,577
– – 0.01% 1098
2021
Q4 		$750K Hold
15,577
– – 0.01% 1034
2021
Q3 		$866K Hold
15,577
– – 0.01% 911
2021
Q2 		$845K Hold
15,577
– – 0.01% 899
2021
Q1 		$873K Buy
15,577
+150
+1% +$7.48K 0.02% 626
2020
Q4 		$671K Hold
15,427
– – 0.02% 670
2020
Q3 		$600K Hold
15,427
– – 0.02% 639
2020
Q2 		$667K Hold
15,427
– – 0.02% 587
2020
Q1 		$514K Hold
15,427
– – 0.02% 604
2019
Q4 		$639K Hold
15,427
– – 0.02% 643
2019
Q3 		$706K Hold
15,427
– – 0.02% 580
2019
Q2 		$666K Hold
15,427
– – 0.02% 590
2019
Q1 		$671K Hold
15,427
– – 0.02% 572
2018
Q4 		$729K Hold
15,427
– – 0.03% 464
2018
Q3 		$1.15M Buy
+15,427
New +$1.06M 0.04% 362

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Cetera Advisor Networks's SRDX Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Surmodics (SRDX) stake by 1% in Q1 2024, selling an estimated $5.42K and leaving 16,755 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Cetera Advisor Networks first reported a position in SRDX in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.15M in Q3 2018. 113 funds tracked by Wall St. Rank hold SRDX as of Q1 2024.

  • Cetera Advisor Networks held 16,755 shares of Surmodics worth $492K as of Q1 2024.
  • Cetera Advisor Networks sold 170 Surmodics shares in Q1 2024, an estimated $5.42K.
  • Surmodics made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1950 holding.
  • Cetera Advisor Networks first reported a position in Surmodics in Q3 2018 and has held it in 23 quarters since.
  • Cetera Advisor Networks's Surmodics position peaked at $1.15M in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Surmodics as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.