Sutton Wealth Advisors’s Surmodics SRDX Stock Holding History

Sutton Wealth Advisors’s Portfolio SRDX Stock Details SRDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-434	Closed	-$14.8K	–	1466
2022 Q4	$14.8K	Hold	434	–	–	0.01%	813
2022 Q3	$13.2K	Buy	434 +16	+4%	+$549	0.01%	806
2022 Q2	$15.6K	Sell	418 -3	-0.7%	-$116	0.01%	750
2022 Q1	$19.1K	Hold	421	–	–	0.01%	721
2021 Q4	$20.3K	Buy	421 +3	+0.7%	+$151	0.01%	694
2021 Q3	$23.2K	Hold	418	–	–	0.01%	648
2021 Q2	$22.7K	Hold	418	–	–	0.01%	669
2021 Q1	$23.4K	Hold	418	–	–	0.01%	624
2020 Q4	$18.2K	Hold	418	–	–	0.01%	650
2020 Q3	$16.3K	Hold	418	–	–	0.01%	603
2020 Q2	$18.1K	Hold	418	–	–	0.01%	565
2020 Q1	$13.9K	Hold	418	–	–	0.01%	565
2019 Q4	$17.3K	Hold	418	–	–	0.01%	660
2019 Q3	$19.1K	Hold	418	–	–	0.01%	594
2019 Q2	$18K	Hold	418	–	–	0.01%	612
2019 Q1	$18.2K	Hold	418	–	–	0.01%	611
2018 Q4	$19.8K	Hold	418	–	–	0.01%	525
2018 Q3	$31.2K	Hold	418	–	–	0.02%	425
2018 Q2	$23.1K	Hold	418	–	–	0.02%	544
2018 Q1	$15.9K	Hold	418	–	–	0.01%	658
2017 Q4	$11.7K	Hold	418	–	–	0.01%	730
2017 Q3	$13K	Hold	418	–	–	0.01%	698
2017 Q2	$11.8K	Hold	418	–	–	0.01%	706
2017 Q1	$10.1K	Buy	418 +171	+69%	+$4.19K	0.01%	710
2016 Q4	$6.27K	Hold	247	–	–	0.01%	803
2016 Q3	$7.43K	Hold	247	–	–	0.01%	738
2016 Q2	$5.8K	Buy	+247	New	+$5.41K	0.01%	753

Other funds holding SRDX

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Sutton Wealth Advisors's SRDX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Surmodics (SRDX) in Q1 2023, closing a stake of 434 shares — an estimated $14.8K sold.

Sutton Wealth Advisors first reported a position in SRDX in Q2 2016 and held it in 27 quarters. The position peaked at $31.2K in Q3 2018. 119 funds tracked by Wall St. Rank hold SRDX as of Q1 2023.

Sutton Wealth Advisors reported no remaining Surmodics position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 434 Surmodics shares in Q1 2023, an estimated $14.8K.
Sutton Wealth Advisors first reported a position in Surmodics in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Surmodics position peaked at $31.2K in Q3 2018.
119 funds tracked by Wall St. Rank held Surmodics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.