PWPS
SRDX

Pinnacle Wealth Planning Services’s Surmodics SRDX Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-58
Closed -$3K – 1718
2020
Q4 		$3K Buy
+58
New +$2.28K ﹤0.01% 1861

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's SRDX Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Surmodics (SRDX) in Q1 2021, closing a stake of 58 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in SRDX in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 138 funds tracked by Wall St. Rank hold SRDX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Surmodics position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 58 Surmodics shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Surmodics in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Surmodics position peaked at $3K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Surmodics as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.