LWM
UTRS

Lyell Wealth Management’s Minerva Surgical, Inc. Common Stock UTRS Stock Holding History

Lyell Wealth Management’s Portfolio UTRS Stock Details UTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,936
Closed -$13.1K – 204
2022
Q4 		$13.1K Hold
2,936
– – ﹤0.01% 188
2022
Q3 		$47K Buy
+2,936
New +$111K 0.01% 187

Other funds holding UTRS

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lyell Wealth Management's UTRS Position: Q1 2023 in Review

Lyell Wealth Management sold out of Minerva Surgical, Inc. Common Stock (UTRS) in Q1 2023, closing a stake of 2,936 shares — an estimated $13.1K sold.

Lyell Wealth Management first reported a position in UTRS in Q3 2022 and held it in 2 quarters. The position peaked at $47K in Q3 2022. 19 funds tracked by Wall St. Rank hold UTRS as of Q1 2023.

  • Lyell Wealth Management reported no remaining Minerva Surgical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Lyell Wealth Management sold 2,936 Minerva Surgical, Inc. Common Stock shares in Q1 2023, an estimated $13.1K.
  • Lyell Wealth Management first reported a position in Minerva Surgical, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Lyell Wealth Management's Minerva Surgical, Inc. Common Stock position peaked at $47K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Minerva Surgical, Inc. Common Stock as of Q1 2023.

Based on Lyell Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.