AWM
MMSI icon

Avior Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-25
Closed -$1.89K – 3139
2024
Q1 		$1.89K Buy
+25
New +$1.93K ﹤0.01% 2281

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's MMSI Position: Q2 2024 in Review

Avior Wealth Management sold out of Merit Medical Systems (MMSI) in Q2 2024, closing a stake of 25 shares — an estimated $1.89K sold.

Avior Wealth Management first reported a position in MMSI in Q1 2024 and held it in 1 quarter. The position peaked at $1.89K in Q1 2024. 320 funds tracked by Wall St. Rank hold MMSI as of Q2 2024.

  • Avior Wealth Management reported no remaining Merit Medical Systems position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 25 Merit Medical Systems shares in Q2 2024, an estimated $1.89K.
  • Avior Wealth Management first reported a position in Merit Medical Systems in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Merit Medical Systems position peaked at $1.89K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.