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Alpha Wealth Funds’s Treace Medical Concepts TMCI Stock Holding History

Alpha Wealth Funds’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,000
Closed -$96.3K – 61
2024
Q4 		$96.3K Buy
+14,000
New +$93.7K 0.09% 49

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alpha Wealth Funds's TMCI Position: Q1 2025 in Review

Alpha Wealth Funds sold out of Treace Medical Concepts (TMCI) in Q1 2025, closing a stake of 14,000 shares — an estimated $96.3K sold.

Alpha Wealth Funds first reported a position in TMCI in Q4 2024 and held it in 1 quarter. The position peaked at $96.3K in Q4 2024. 138 funds tracked by Wall St. Rank hold TMCI as of Q1 2025.

  • Alpha Wealth Funds reported no remaining Treace Medical Concepts position as of Q1 2025 after selling out during the quarter.
  • Alpha Wealth Funds sold 14,000 Treace Medical Concepts shares in Q1 2025, an estimated $96.3K.
  • Alpha Wealth Funds first reported a position in Treace Medical Concepts in Q4 2024 and held it in 1 quarter.
  • Alpha Wealth Funds's Treace Medical Concepts position peaked at $96.3K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2025.

Based on Alpha Wealth Funds's 13F filing for Q1 2025, filed 10 Apr 2025.