JWA
SRDX

JFS Wealth Advisors’s Surmodics SRDX Stock Holding History

JFS Wealth Advisors’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
2024
Q4 		– Sell
-225
Closed -$8.73K – 1989
2024
Q3 		$8.73K Hold
225
– – ﹤0.01% 905
2024
Q2 		$9.46K Hold
225
– – ﹤0.01% 811
2024
Q1 		$6.6K Hold
225
– – ﹤0.01% 988
2023
Q4 		$8.18K Hold
225
– – ﹤0.01% 844
2023
Q3 		$7.22K Hold
225
– – ﹤0.01% 839
2023
Q2 		$7.04K Hold
225
– – ﹤0.01% 864
2023
Q1 		$5.13K Hold
225
– – ﹤0.01% 976
2022
Q4 		$7.68K Hold
225
– – ﹤0.01% 813
2022
Q3 		$7K Hold
225
– – ﹤0.01% 874
2022
Q2 		$8K Hold
225
– – ﹤0.01% 842
2022
Q1 		$10K Hold
225
– – ﹤0.01% 795
2021
Q4 		$11K Hold
225
– – ﹤0.01% 677
2021
Q3 		$13K Buy
+225
New +$12.5K ﹤0.01% 609

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

JFS Wealth Advisors's SRDX Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Surmodics (SRDX) in Q4 2024, closing a stake of 225 shares — an estimated $8.73K sold.

JFS Wealth Advisors first reported a position in SRDX in Q3 2021 and held it in 13 quarters. The position peaked at $13K in Q3 2021. 139 funds tracked by Wall St. Rank hold SRDX as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Surmodics position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 225 Surmodics shares in Q4 2024, an estimated $8.73K.
  • JFS Wealth Advisors first reported a position in Surmodics in Q3 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Surmodics position peaked at $13K in Q3 2021.
  • 139 funds tracked by Wall St. Rank held Surmodics as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.