FGAM
SMED

Financial Gravity Asset Management’s Sharps Compliance Corp SMED Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		– Sell
-300
Closed -$1K – 1778
2019
Q3 		$1K Hold
300
– – ﹤0.01% 1149
2019
Q2 		$1K Hold
300
– – ﹤0.01% 1168
2019
Q1 		$1K Buy
+300
New +$1.09K ﹤0.01% 1253

Other funds holding SMED

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Gravity Asset Management's SMED Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Sharps Compliance Corp (SMED) in Q4 2019, closing a stake of 300 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in SMED in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 30 funds tracked by Wall St. Rank hold SMED as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Sharps Compliance Corp position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 300 Sharps Compliance Corp shares in Q4 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Sharps Compliance Corp in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Sharps Compliance Corp position peaked at $1K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.