American Portfolios Advisors’s Merit Medical Systems MMSI Stock Holding History

American Portfolios Advisors’s Portfolio MMSI Stock Details MMSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.83K	Hold	50	–	–	﹤0.01%	3013
2022 Q2	$2.71K	Hold	50	–	–	﹤0.01%	3044
2022 Q1	$3.33K	Hold	50	–	–	﹤0.01%	3079
2021 Q4	$3.12K	Hold	50	–	–	﹤0.01%	3053
2021 Q3	$3.59K	Hold	50	–	–	﹤0.01%	2975
2021 Q2	$3.23K	Hold	50	–	–	﹤0.01%	3003
2021 Q1	$2.99K	Hold	50	–	–	﹤0.01%	2873
2020 Q4	$2.78K	Hold	50	–	–	﹤0.01%	2614
2020 Q3	$2.17K	Hold	50	–	–	﹤0.01%	2584
2020 Q2	$2.28K	Hold	50	–	–	﹤0.01%	2506
2020 Q1	$1.56K	Hold	50	–	–	﹤0.01%	2468
2019 Q4	$1.56K	Sell	50 -151	-75%	-$4.32K	﹤0.01%	2626
2019 Q3	$6.12K	Buy	201 +45	+29%	+$1.82K	﹤0.01%	2118
2019 Q2	$9.29K	Sell	156 -50	-24%	-$2.87K	﹤0.01%	1926
2019 Q1	$12.7K	Hold	206	–	–	﹤0.01%	1738
2018 Q4	$11.5K	Hold	206	–	–	﹤0.01%	1572
2018 Q3	$12.7K	Buy	206 +82	+66%	+$4.71K	﹤0.01%	1656
2018 Q2	$6.35K	Hold	124	–	–	﹤0.01%	1893
2018 Q1	$5.62K	Buy	124 +24	+24%	+$1.09K	﹤0.01%	1845
2017 Q4	$4.32K	Buy	+100	New	+$4.19K	﹤0.01%	1888

Other funds holding MMSI

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

American Portfolios Advisors's MMSI Position: Q3 2022 in Review

American Portfolios Advisors held its Merit Medical Systems (MMSI) position steady in Q3 2022 at 50 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

American Portfolios Advisors first reported a position in MMSI in Q4 2017 and has held it in 20 quarters since. The position peaked at $12.7K in Q1 2019. 242 funds tracked by Wall St. Rank hold MMSI as of Q3 2022.

American Portfolios Advisors held 50 shares of Merit Medical Systems worth $2.83K as of Q3 2022.
American Portfolios Advisors left its Merit Medical Systems share count unchanged in Q3 2022.
Merit Medical Systems made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3013 holding.
American Portfolios Advisors first reported a position in Merit Medical Systems in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Merit Medical Systems position peaked at $12.7K in Q1 2019.
242 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.