Alterna Wealth Management’s Medpace MEDP Stock Holding History

Alterna Wealth Management’s Portfolio MEDP Stock Details MEDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,329	Closed	-$282K	–	123
2022 Q4	$282K	Hold	1,329	–	–	0.32%	58
2022 Q3	$209K	Sell	1,329 -23	-2%	-$3.67K	0.25%	69
2022 Q2	$202K	Buy	+1,352	New	+$196K	0.21%	78
2022 Q1	–	Sell	-977	Closed	-$213K	–	138
2021 Q4	$213K	Buy	+977	New	+$205K	0.18%	94
2020 Q1	–	Sell	-3,281	Closed	-$276K	–	100
2019 Q4	$276K	Buy	+3,281	New	+$254K	0.31%	71

Other funds holding MEDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Alterna Wealth Management's MEDP Position: Q1 2023 in Review

Alterna Wealth Management sold out of Medpace (MEDP) in Q1 2023, closing a stake of 1,329 shares — an estimated $282K sold.

Alterna Wealth Management first reported a position in MEDP in Q4 2019 and held it in 5 quarters. The position peaked at $282K in Q4 2022. 416 funds tracked by Wall St. Rank hold MEDP as of Q1 2023.

Alterna Wealth Management reported no remaining Medpace position as of Q1 2023 after selling out during the quarter.
Alterna Wealth Management sold 1,329 Medpace shares in Q1 2023, an estimated $282K.
Alterna Wealth Management first reported a position in Medpace in Q4 2019 and held it in 5 quarters.
Alterna Wealth Management's Medpace position peaked at $282K in Q4 2022.
416 funds tracked by Wall St. Rank held Medpace as of Q1 2023.

Based on Alterna Wealth Management's 13F filing for Q1 2023, filed 26 May 2023.