HGWM
SRDX

Harvest Group Wealth Management’s Surmodics SRDX Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-6
Closed – – 620
2020
Q4 		$0 Hold
6
– – ﹤0.01% 841
2020
Q3 		$0 Hold
6
– – ﹤0.01% 807
2020
Q2 		$0 Hold
6
– – ﹤0.01% 816
2020
Q1 		$0 Sell
6
-33
-85% -$1.19K ﹤0.01% 955
2019
Q4 		$1K Hold
39
– – ﹤0.01% 863
2019
Q3 		$2K Hold
39
– – ﹤0.01% 764
2019
Q2 		$1K Hold
39
– – ﹤0.01% 811
2019
Q1 		$2K Buy
+39
New +$1.99K ﹤0.01% 680

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Harvest Group Wealth Management's SRDX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Surmodics (SRDX) in Q1 2021, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in SRDX in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 138 funds tracked by Wall St. Rank hold SRDX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Surmodics position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 Surmodics shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Surmodics in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Surmodics position peaked at $2K in Q3 2019.
  • 138 funds tracked by Wall St. Rank held Surmodics as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.