WAM
SRDX

Wealthspire Advisors (Maryland)’s Surmodics SRDX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4
Closed – – 1800
2019
Q1 		$0 Sell
4
-22
-85% -$1.12K ﹤0.01% 2585
2018
Q4 		$1K Buy
26
+22
+550% +$1.32K ﹤0.01% 2323
2018
Q3 		$0 Hold
4
– – ﹤0.01% 2496
2018
Q2 		$0 Hold
4
– – ﹤0.01% 2566
2018
Q1 		$0 Hold
4
– – ﹤0.01% 2629
2017
Q4 		$0 Hold
4
– – ﹤0.01% 2544
2017
Q3 		$0 Buy
+4
New +$109 ﹤0.01% 2441

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SRDX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Surmodics (SRDX) in Q2 2019, closing a stake of 4 shares.

Wealthspire Advisors (Maryland) first reported a position in SRDX in Q3 2017 and held it in 7 quarters. The position peaked at $1K in Q4 2018. 140 funds tracked by Wall St. Rank hold SRDX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Surmodics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 Surmodics shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Surmodics in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Surmodics position peaked at $1K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Surmodics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.