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Realta Investment Advisors’s Utah Medical Products UTMD Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-300
Closed -$32K – 1332
2019
Q4 		$32K Hold
300
– – 0.01% 787
2019
Q3 		$29K Sell
300
-21
-7% -$1.95K 0.01% 817
2019
Q2 		$31K Buy
321
+21
+7% +$1.77K 0.01% 799
2019
Q1 		$26K Buy
+300
New +$26.4K 0.01% 697

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Realta Investment Advisors's UTMD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Utah Medical Products (UTMD) in Q1 2020, closing a stake of 300 shares — an estimated $32K sold.

Realta Investment Advisors first reported a position in UTMD in Q1 2019 and held it in 4 quarters. The position peaked at $32K in Q4 2019. 90 funds tracked by Wall St. Rank hold UTMD as of Q1 2020.

  • Realta Investment Advisors reported no remaining Utah Medical Products position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 300 Utah Medical Products shares in Q1 2020, an estimated $32K.
  • Realta Investment Advisors first reported a position in Utah Medical Products in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Utah Medical Products position peaked at $32K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.