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Private Wealth Management Group’s Utah Medical Products UTMD Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-10
Closed -$712 – 1611
2024
Q1 		$712 Sell
10
-11
-52% -$825 ﹤0.01% 1371
2023
Q4 		$1.77K Buy
+21
New +$1.74K ﹤0.01% 1035

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Private Wealth Management Group's UTMD Position: Q2 2024 in Review

Private Wealth Management Group sold out of Utah Medical Products (UTMD) in Q2 2024, closing a stake of 10 shares — an estimated $712 sold.

Private Wealth Management Group first reported a position in UTMD in Q4 2023 and held it in 2 quarters. The position peaked at $1.77K in Q4 2023. 100 funds tracked by Wall St. Rank hold UTMD as of Q2 2024.

  • Private Wealth Management Group reported no remaining Utah Medical Products position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 10 Utah Medical Products shares in Q2 2024, an estimated $712.
  • Private Wealth Management Group first reported a position in Utah Medical Products in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Utah Medical Products position peaked at $1.77K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.