LWM
SMED

Lionsbridge Wealth Management’s Sharps Compliance Corp SMED Stock Holding History

Lionsbridge Wealth 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
2020
Q1 		– Sell
-4,000
Closed -$17K – 349
2019
Q4 		$17K Buy
+4,000
New +$17.2K 0.02% 99

Other funds holding SMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lionsbridge Wealth Management's SMED Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Sharps Compliance Corp (SMED) in Q1 2020, closing a stake of 4,000 shares — an estimated $17K sold.

Lionsbridge Wealth Management first reported a position in SMED in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 43 funds tracked by Wall St. Rank hold SMED as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Sharps Compliance Corp position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 4,000 Sharps Compliance Corp shares in Q1 2020, an estimated $17K.
  • Lionsbridge Wealth Management first reported a position in Sharps Compliance Corp in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Sharps Compliance Corp position peaked at $17K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.