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Belpointe Asset Management’s Treace Medical Concepts TMCI Stock Holding History

Belpointe Asset 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
2023
Q1 		– Sell
-256
Closed -$5.88K – 3849
2022
Q4 		$5.88K Buy
+256
New +$5.89K ﹤0.01% 2866

Other funds holding TMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Belpointe Asset Management's TMCI Position: Q1 2023 in Review

Belpointe Asset Management sold out of Treace Medical Concepts (TMCI) in Q1 2023, closing a stake of 256 shares — an estimated $5.88K sold.

Belpointe Asset Management first reported a position in TMCI in Q4 2022 and held it in 1 quarter. The position peaked at $5.88K in Q4 2022. 123 funds tracked by Wall St. Rank hold TMCI as of Q1 2023.

  • Belpointe Asset Management reported no remaining Treace Medical Concepts position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 256 Treace Medical Concepts shares in Q1 2023, an estimated $5.88K.
  • Belpointe Asset Management first reported a position in Treace Medical Concepts in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Treace Medical Concepts position peaked at $5.88K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.