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Sowell Financial Services’s Utah Medical Products UTMD Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-71
Closed -$6K – 2622
2021
Q1 		$6K Buy
+71
New +$6.24K ﹤0.01% 2556

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's UTMD Position: Q2 2021 in Review

Sowell Financial Services sold out of Utah Medical Products (UTMD) in Q2 2021, closing a stake of 71 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in UTMD in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 68 funds tracked by Wall St. Rank hold UTMD as of Q2 2021.

  • Sowell Financial Services reported no remaining Utah Medical Products position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 71 Utah Medical Products shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Utah Medical Products in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Utah Medical Products position peaked at $6K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.