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

Sequoia 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
Q3 		– Sell
-4,597
Closed -$307K – 1373
2024
Q2 		$307K Buy
+4,597
New +$313K ﹤0.01% 885

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
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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Sequoia Financial Advisors's UTMD Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of Utah Medical Products (UTMD) in Q3 2024, closing a stake of 4,597 shares — an estimated $307K sold.

Sequoia Financial Advisors first reported a position in UTMD in Q2 2024 and held it in 1 quarter. The position peaked at $307K in Q2 2024. 110 funds tracked by Wall St. Rank hold UTMD as of Q3 2024.

  • Sequoia Financial Advisors reported no remaining Utah Medical Products position as of Q3 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,597 Utah Medical Products shares in Q3 2024, an estimated $307K.
  • Sequoia Financial Advisors first reported a position in Utah Medical Products in Q2 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Utah Medical Products position peaked at $307K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.