Empirical Wealth Management’s Sensus Healthcare SRTS Stock Holding History

Empirical 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 Q2	–	Sell	-192,181	Closed	-$1M	–	505
2023 Q1	$1M	Buy	192,181 +42,763	+29%	+$307K	0.04%	217
2022 Q4	$1.11M	Buy	149,418 +52,911	+55%	+$477K	0.05%	193
2022 Q3	$1.21M	Hold	96,507	–	–	0.06%	179
2022 Q2	$741K	Buy	96,507 +12,405	+15%	+$104K	0.04%	241
2022 Q1	$851K	Hold	84,102	–	–	0.04%	240
2021 Q4	$607K	Buy	+84,102	New	+$460K	0.03%	304

Other funds holding SRTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CWM

Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return

Empirical Wealth Management's SRTS Position: Q2 2023 in Review

Empirical Wealth Management sold out of Sensus Healthcare (SRTS) in Q2 2023, closing a stake of 192,181 shares — an estimated $1M sold.

Empirical Wealth Management first reported a position in SRTS in Q4 2021 and held it in 6 quarters. The position peaked at $1.21M in Q3 2022. 49 funds tracked by Wall St. Rank hold SRTS as of Q2 2023.

Empirical Wealth Management reported no remaining Sensus Healthcare position as of Q2 2023 after selling out during the quarter.
Empirical Wealth Management sold 192,181 Sensus Healthcare shares in Q2 2023, an estimated $1M.
Empirical Wealth Management first reported a position in Sensus Healthcare in Q4 2021 and held it in 6 quarters.
Empirical Wealth Management's Sensus Healthcare position peaked at $1.21M in Q3 2022.
49 funds tracked by Wall St. Rank held Sensus Healthcare as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.