NFA
UTMD icon

Northwest Financial Advisors’s Utah Medical Products UTMD Stock Holding History

Northwest Financial Advisors’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$20.1K – 515
2024
Q3 		$20.1K Buy
+300
New +$20.4K 0.02% 319
2024
Q1 		– Sell
-300
Closed -$25.3K – 498
2023
Q4 		$25.3K Buy
+300
New +$24.9K 0.02% 278

Other funds holding UTMD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Financial Advisors's UTMD Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Utah Medical Products (UTMD) in Q4 2024, closing a stake of 300 shares — an estimated $20.1K sold.

Northwest Financial Advisors first reported a position in UTMD in Q4 2023 and held it in 2 quarters. The position peaked at $25.3K in Q4 2023. 112 funds tracked by Wall St. Rank hold UTMD as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Utah Medical Products position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 300 Utah Medical Products shares in Q4 2024, an estimated $20.1K.
  • Northwest Financial Advisors first reported a position in Utah Medical Products in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Utah Medical Products position peaked at $25.3K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.