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Resurgent Financial Advisors’s Steris STE Stock Holding History

Resurgent Financial Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-356
Closed -$65.8K – 614
2022
Q4 		$65.8K Buy
+356
New +$62.6K 0.03% 377

Other funds holding STE

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resurgent Financial Advisors's STE Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Steris (STE) in Q1 2023, closing a stake of 356 shares — an estimated $65.8K sold.

Resurgent Financial Advisors first reported a position in STE in Q4 2022 and held it in 1 quarter. The position peaked at $65.8K in Q4 2022. 621 funds tracked by Wall St. Rank hold STE as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Steris position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 356 Steris shares in Q1 2023, an estimated $65.8K.
  • Resurgent Financial Advisors first reported a position in Steris in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Steris position peaked at $65.8K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Steris as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.