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 – 1990
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 $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return