TCI Wealth Advisors’s Surmodics SRDX Stock Holding History

TCI 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 Q2	–	Sell	-232	Closed	-$5.29K	–	1972
2023 Q1	$5.29K	Buy	232 +199	+603%	+$5.13K	﹤0.01%	1489
2022 Q4	$1.13K	Hold	33	–	–	﹤0.01%	2097
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	2161
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	2207
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	2151
2021 Q4	$2K	Hold	33	–	–	﹤0.01%	2124
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	2179
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	2091
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	1894
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	1453
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	1429
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	1355
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	1343
2019 Q4	$1K	Hold	33	–	–	﹤0.01%	1436
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	1143
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	1301
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	1303
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	1060
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	1085
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	1140
2018 Q1	$1K	Hold	33	–	–	﹤0.01%	1221
2017 Q4	$1K	Hold	33	–	–	﹤0.01%	1265
2017 Q3	$1K	Hold	33	–	–	﹤0.01%	1201
2017 Q2	$1K	Buy	+33	New	+$797	﹤0.01%	1214

Other funds holding SRDX

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

SCM

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

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

BlackRock New York $6.73T AUM 46.02% 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

DGI

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

SBH

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

TCI Wealth Advisors's SRDX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Surmodics (SRDX) in Q2 2023, closing a stake of 232 shares — an estimated $5.29K sold.

TCI Wealth Advisors first reported a position in SRDX in Q2 2017 and held it in 24 quarters. The position peaked at $5.29K in Q1 2023. 105 funds tracked by Wall St. Rank hold SRDX as of Q2 2023.

TCI Wealth Advisors reported no remaining Surmodics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 232 Surmodics shares in Q2 2023, an estimated $5.29K.
TCI Wealth Advisors first reported a position in Surmodics in Q2 2017 and held it in 24 quarters.
TCI Wealth Advisors's Surmodics position peaked at $5.29K in Q1 2023.
105 funds tracked by Wall St. Rank held Surmodics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.