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Atwood & Palmer’s Merit Medical Systems MMSI Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-88
Closed -$6K – 427
2022
Q1 		$6K Hold
88
– – ﹤0.01% 391
2021
Q4 		$5K Hold
88
– – ﹤0.01% 402
2021
Q3 		$6K Hold
88
– – ﹤0.01% 372
2021
Q2 		$6K Hold
88
– – ﹤0.01% 352
2021
Q1 		$5K Buy
+88
New +$5.04K ﹤0.01% 384

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Atwood & Palmer's MMSI Position: Q2 2022 in Review

Atwood & Palmer sold out of Merit Medical Systems (MMSI) in Q2 2022, closing a stake of 88 shares — an estimated $6K sold.

Atwood & Palmer first reported a position in MMSI in Q1 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 262 funds tracked by Wall St. Rank hold MMSI as of Q2 2022.

  • Atwood & Palmer reported no remaining Merit Medical Systems position as of Q2 2022 after selling out during the quarter.
  • Atwood & Palmer sold 88 Merit Medical Systems shares in Q2 2022, an estimated $6K.
  • Atwood & Palmer first reported a position in Merit Medical Systems in Q1 2021 and held it in 5 quarters.
  • Atwood & Palmer's Merit Medical Systems position peaked at $6K in Q1 2022.
  • 262 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.