DAS
SMED

Dynamic Advisor Solutions’s Sharps Compliance Corp SMED Stock Holding History

Dynamic Advisor Solutions’s Portfolio SMED Stock Details SMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,348
Closed -$107K – 795
2020
Q4 		$107K Sell
11,348
-3,360
-23% -$25.7K 0.01% 642
2020
Q3 		$92K Sell
14,708
-10,240
-41% -$74.5K 0.01% 572
2020
Q2 		$175K Hold
24,948
– – 0.02% 490
2020
Q1 		$198K Buy
+24,948
New +$129K 0.04% 412

Other funds holding SMED

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAG
Millrace Asset Group Berwyn, Pennsylvania $98.4M AUM 63.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Advisor Solutions's SMED Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Sharps Compliance Corp (SMED) in Q1 2021, closing a stake of 11,348 shares — an estimated $107K sold.

Dynamic Advisor Solutions first reported a position in SMED in Q1 2020 and held it in 4 quarters. The position peaked at $198K in Q1 2020. 72 funds tracked by Wall St. Rank hold SMED as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Sharps Compliance Corp position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,348 Sharps Compliance Corp shares in Q1 2021, an estimated $107K.
  • Dynamic Advisor Solutions first reported a position in Sharps Compliance Corp in Q1 2020 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Sharps Compliance Corp position peaked at $198K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.