Buckingham Strategic Wealth’s Procept Biorobotics PRCT Stock Holding History

Buckingham Strategic Wealth’s Portfolio PRCT Stock Details PRCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.4M	Buy	22,967 +2,462	+12%	+$146K	0.01%	283
2024 Q1	$1.01M	Sell	20,505 -200	-1%	-$9.52K	0.01%	330
2023 Q4	$868K	Hold	20,705	–	–	0.01%	345
2023 Q3	$679K	Sell	20,705 -500	-2%	-$17K	0.01%	356
2023 Q2	$750K	Sell	21,205 -200	-0.9%	-$6.61K	0.01%	338
2023 Q1	$889K	Hold	21,405	–	–	0.02%	286
2022 Q4	$889K	Hold	21,405	–	–	0.02%	287
2022 Q3	$887K	Sell	21,405 -700	-3%	-$27.9K	0.02%	272
2022 Q2	$723K	Buy	+22,105	New	+$804K	0.01%	302

Other funds holding PRCT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Strategic Wealth's PRCT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Procept Biorobotics (PRCT) stake by 12% in Q2 2024, buying an estimated $146K and bringing the position to 22,967 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #283.

Buckingham Strategic Wealth first reported a position in PRCT in Q2 2022 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold PRCT as of Q2 2024.

Buckingham Strategic Wealth held 22,967 shares of Procept Biorobotics worth $1.4M as of Q2 2024.
Buckingham Strategic Wealth bought 2,462 Procept Biorobotics shares in Q2 2024, an estimated $146K.
Procept Biorobotics made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #283 holding.
Buckingham Strategic Wealth first reported a position in Procept Biorobotics in Q2 2022 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.