AE Wealth Management’s Transmedics TMDX Stock Holding History

AE Wealth Management’s Portfolio TMDX Stock Details TMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,892	Closed	-$509K	–	1908
2023 Q4	$509K	Buy	+5,892	New	+$355K	﹤0.01%	1426

Other funds holding TMDX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AE Wealth Management's TMDX Position: Q1 2024 in Review

AE Wealth Management sold out of Transmedics (TMDX) in Q1 2024, closing a stake of 5,892 shares — an estimated $509K sold.

AE Wealth Management first reported a position in TMDX in Q4 2023 and held it in 1 quarter. The position peaked at $509K in Q4 2023. 263 funds tracked by Wall St. Rank hold TMDX as of Q1 2024.

AE Wealth Management reported no remaining Transmedics position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 5,892 Transmedics shares in Q1 2024, an estimated $509K.
AE Wealth Management first reported a position in Transmedics in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Transmedics position peaked at $509K in Q4 2023.
263 funds tracked by Wall St. Rank held Transmedics as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.