WWP
UTMD icon

WR Wealth Planners’s Utah Medical Products UTMD Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-66
Closed -$6.25K – 983
2023
Q1 		$6.25K Buy
+66
New +$6.07K ﹤0.01% 650

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

WR Wealth Planners's UTMD Position: Q2 2023 in Review

WR Wealth Planners sold out of Utah Medical Products (UTMD) in Q2 2023, closing a stake of 66 shares — an estimated $6.25K sold.

WR Wealth Planners first reported a position in UTMD in Q1 2023 and held it in 1 quarter. The position peaked at $6.25K in Q1 2023. 90 funds tracked by Wall St. Rank hold UTMD as of Q2 2023.

  • WR Wealth Planners reported no remaining Utah Medical Products position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 66 Utah Medical Products shares in Q2 2023, an estimated $6.25K.
  • WR Wealth Planners first reported a position in Utah Medical Products in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Utah Medical Products position peaked at $6.25K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.