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BDO Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

BDO Wealth Advisors’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
2022
Q3 		– Sell
-29
Closed -$2K – 1095
2022
Q2 		$2K Hold
29
– – ﹤0.01% 907
2022
Q1 		$2K Hold
29
– – ﹤0.01% 938
2021
Q4 		$2K Hold
29
– – ﹤0.01% 949
2021
Q3 		$2K Hold
29
– – ﹤0.01% 949
2021
Q2 		$2K Hold
29
– – ﹤0.01% 995
2021
Q1 		$2K Hold
29
– – ﹤0.01% 998
2020
Q4 		$2K Hold
29
– – ﹤0.01% 775
2020
Q3 		$1K Buy
+29
New +$1.31K ﹤0.01% 792

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

BDO Wealth Advisors's MMSI Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Merit Medical Systems (MMSI) in Q3 2022, closing a stake of 29 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in MMSI in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 242 funds tracked by Wall St. Rank hold MMSI as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Merit Medical Systems position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 29 Merit Medical Systems shares in Q3 2022, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Merit Medical Systems in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Merit Medical Systems position peaked at $2K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.