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Avior Wealth Management’s Treace Medical Concepts TMCI Stock Holding History

Avior Wealth Management’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
-24
Closed -$178 – 2190
2024
Q4 		$178 Hold
24
– – ﹤0.01% 2381
2024
Q3 		$139 Hold
24
– – ﹤0.01% 2244
2024
Q2 		$159 Sell
24
-147
-86% -$1.19K ﹤0.01% 2192
2024
Q1 		$2.23K Buy
+171
New +$2.28K ﹤0.01% 2256

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

Avior Wealth Management's TMCI Position: Q1 2025 in Review

Avior Wealth Management sold out of Treace Medical Concepts (TMCI) in Q1 2025, closing a stake of 24 shares — an estimated $178 sold.

Avior Wealth Management first reported a position in TMCI in Q1 2024 and held it in 4 quarters. The position peaked at $2.23K in Q1 2024. 138 funds tracked by Wall St. Rank hold TMCI as of Q1 2025.

  • Avior Wealth Management reported no remaining Treace Medical Concepts position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 24 Treace Medical Concepts shares in Q1 2025, an estimated $178.
  • Avior Wealth Management first reported a position in Treace Medical Concepts in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Treace Medical Concepts position peaked at $2.23K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.