WIM
SRDX

WealthPlan Investment Management’s Surmodics SRDX Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-238
Closed -$7.45K – 328
2023
Q2 		$7.45K Hold
238
– – ﹤0.01% 282
2023
Q1 		$5.42K Buy
+238
New +$6.13K ﹤0.01% 361

Other funds holding SRDX

TI
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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

WealthPlan Investment Management's SRDX Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Surmodics (SRDX) in Q3 2023, closing a stake of 238 shares — an estimated $7.45K sold.

WealthPlan Investment Management first reported a position in SRDX in Q1 2023 and held it in 2 quarters. The position peaked at $7.45K in Q2 2023. 103 funds tracked by Wall St. Rank hold SRDX as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Surmodics position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 238 Surmodics shares in Q3 2023, an estimated $7.45K.
  • WealthPlan Investment Management first reported a position in Surmodics in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Surmodics position peaked at $7.45K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Surmodics as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.