HWA
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HCR Wealth Advisors’s Sensus Healthcare SRTS Stock Holding History

HCR Wealth Advisors’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
2022
Q1 		– Sell
-10,000
Closed -$72K – 204
2021
Q4 		$72K Buy
+10,000
New +$54.7K 0.01% 201

Other funds holding SRTS

HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EGI
EAM Global Investors Solana Beach, California $47.1M AUM 320.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCR Wealth Advisors's SRTS Position: Q1 2022 in Review

HCR Wealth Advisors sold out of Sensus Healthcare (SRTS) in Q1 2022, closing a stake of 10,000 shares — an estimated $72K sold.

HCR Wealth Advisors first reported a position in SRTS in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 54 funds tracked by Wall St. Rank hold SRTS as of Q1 2022.

  • HCR Wealth Advisors reported no remaining Sensus Healthcare position as of Q1 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 10,000 Sensus Healthcare shares in Q1 2022, an estimated $72K.
  • HCR Wealth Advisors first reported a position in Sensus Healthcare in Q4 2021 and held it in 1 quarter.
  • HCR Wealth Advisors's Sensus Healthcare position peaked at $72K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Sensus Healthcare as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.