Cetera Advisor Networks’s Merit Medical Systems MMSI Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$209K	Sell	2,759 -21	-0.8%	-$1.62K	﹤0.01%	2559
2023 Q4	$211K	Sell	2,780 -140	-5%	-$9.77K	﹤0.01%	2496
2023 Q3	$202K	Buy	+2,920	New	+$210K	﹤0.01%	2435
2020 Q3	–	Sell	-160	Closed	-$7K	–	2318
2020 Q2	$7K	Buy	+160	New	+$6.46K	﹤0.01%	2868

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cetera Advisor Networks's MMSI Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Merit Medical Systems (MMSI) stake by 0.76% in Q1 2024, selling an estimated $1.62K and leaving 2,759 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Cetera Advisor Networks first reported a position in MMSI in Q2 2020 and has held it in 4 quarters since. The position peaked at $211K in Q4 2023. 305 funds tracked by Wall St. Rank hold MMSI as of Q1 2024.

Cetera Advisor Networks held 2,759 shares of Merit Medical Systems worth $209K as of Q1 2024.
Cetera Advisor Networks sold 21 Merit Medical Systems shares in Q1 2024, an estimated $1.62K.
Merit Medical Systems made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2559 holding.
Cetera Advisor Networks first reported a position in Merit Medical Systems in Q2 2020 and has held it in 4 quarters since.
Cetera Advisor Networks's Merit Medical Systems position peaked at $211K in Q4 2023.
305 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.