MSFP
SILK

Mark Sheptoff Financial Planning’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,550
Closed -$140K – 483
2021
Q3 		$140K Sell
2,550
-300
-11% -$15.7K 0.08% 121
2021
Q2 		$136K Sell
2,850
-1,100
-28% -$56K 0.07% 124
2021
Q1 		$200K Sell
3,950
-550
-12% -$30.6K 0.11% 96
2020
Q4 		$283K Sell
4,500
-100
-2% -$6.2K 0.16% 82
2020
Q3 		$309K Buy
4,600
+200
+5% +$10.9K 0.19% 72
2020
Q2 		$184K Buy
4,400
+400
+10% +$15.4K 0.12% 94
2020
Q1 		$126K Buy
4,000
+500
+14% +$20K 0.1% 95
2019
Q4 		$141K Buy
+3,500
New +$123K 0.09% 104

Other funds holding SILK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's SILK Position: Q4 2021 in Review

Mark Sheptoff Financial Planning sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q4 2021, closing a stake of 2,550 shares — an estimated $140K sold.

Mark Sheptoff Financial Planning first reported a position in SILK in Q4 2019 and held it in 8 quarters. The position peaked at $309K in Q3 2020. 152 funds tracked by Wall St. Rank hold SILK as of Q4 2021.

  • Mark Sheptoff Financial Planning reported no remaining Silk Road Medical, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,550 Silk Road Medical, Inc. Common Stock shares in Q4 2021, an estimated $140K.
  • Mark Sheptoff Financial Planning first reported a position in Silk Road Medical, Inc. Common Stock in Q4 2019 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Silk Road Medical, Inc. Common Stock position peaked at $309K in Q3 2020.
  • 152 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q4 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2021, filed 11 Feb 2022.