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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
2025
Q1 		– Sell
-20,000
Closed -$149K – 1417
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 $8.17B AUM 68.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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 $1.81T AUM 41.13% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's TMCI Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Treace Medical Concepts (TMCI) in Q1 2025, closing a stake of 20,000 shares — an estimated $149K sold.

B. Riley Wealth Advisors first reported a position in TMCI in Q2 2024 and held it in 3 quarters. The position peaked at $149K in Q4 2024. 138 funds tracked by Wall St. Rank hold TMCI as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Treace Medical Concepts position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,000 Treace Medical Concepts shares in Q1 2025, an estimated $149K.
  • B. Riley Wealth Advisors first reported a position in Treace Medical Concepts in Q2 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Treace Medical Concepts position peaked at $149K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.