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Steward Partners Investment Advisory’s Utah Medical Products UTMD Stock Holding History

Steward Partners Investment Advisory’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
2023
Q3 		– Sell
-31
Closed -$2.89K – 3449
2023
Q2 		$2.89K Hold
31
– – ﹤0.01% 2952
2023
Q1 		$2.94K Hold
31
– – ﹤0.01% 2942
2022
Q4 		$3.12K Hold
31
– – ﹤0.01% 2917
2022
Q3 		$3K Buy
+31
New +$2.74K ﹤0.01% 2975

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's UTMD Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Utah Medical Products (UTMD) in Q3 2023, closing a stake of 31 shares — an estimated $2.89K sold.

Steward Partners Investment Advisory first reported a position in UTMD in Q3 2022 and held it in 4 quarters. The position peaked at $3.12K in Q4 2022. 91 funds tracked by Wall St. Rank hold UTMD as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Utah Medical Products position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 31 Utah Medical Products shares in Q3 2023, an estimated $2.89K.
  • Steward Partners Investment Advisory first reported a position in Utah Medical Products in Q3 2022 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Utah Medical Products position peaked at $3.12K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.