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B. Riley Wealth Advisors’s Treace Medical Concepts TMCI Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$149K Hold
20,000
– – ﹤0.01% 1071
2024
Q3 		$106K Sell
20,000
-287
-1% -$1.84K ﹤0.01% 1203
2024
Q2 		$135K Buy
+20,287
New +$164K ﹤0.01% 1288

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

B. Riley Wealth Advisors's TMCI Position: Q4 2024 in Review

B. Riley Wealth Advisors held its Treace Medical Concepts (TMCI) position steady in Q4 2024 at 20,000 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

B. Riley Wealth Advisors first reported a position in TMCI in Q2 2024 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold TMCI as of Q4 2024.

  • B. Riley Wealth Advisors held 20,000 shares of Treace Medical Concepts worth $149K as of Q4 2024.
  • B. Riley Wealth Advisors left its Treace Medical Concepts share count unchanged in Q4 2024.
  • Treace Medical Concepts made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1071 holding.
  • B. Riley Wealth Advisors first reported a position in Treace Medical Concepts in Q2 2024 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.