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Baker Avenue Asset Management’s Merit Medical Systems MMSI Stock Holding History

Baker Avenue Asset 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
2023
Q1 		– Sell
-20
Closed -$1.41K – 1706
2022
Q4 		$1.41K Buy
+20
New +$1.33K ﹤0.01% 1011

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ACH
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CCA
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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Baker Avenue Asset Management's MMSI Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Merit Medical Systems (MMSI) in Q1 2023, closing a stake of 20 shares — an estimated $1.41K sold.

Baker Avenue Asset Management first reported a position in MMSI in Q4 2022 and held it in 1 quarter. The position peaked at $1.41K in Q4 2022. 286 funds tracked by Wall St. Rank hold MMSI as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining Merit Medical Systems position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 20 Merit Medical Systems shares in Q1 2023, an estimated $1.41K.
  • Baker Avenue Asset Management first reported a position in Merit Medical Systems in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's Merit Medical Systems position peaked at $1.41K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.