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Congress Wealth Management’s Transmedics TMDX Stock Holding History

Congress Wealth Management’s Portfolio TMDX Stock Details TMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,743
Closed -$1.37M – 928
2024
Q3 		$1.37M Buy
8,743
+70
+0.8% +$10.8K 0.02% 469
2024
Q2 		$1.31M Buy
8,673
+395
+5% +$47.4K 0.02% 395
2024
Q1 		$612K Buy
+8,278
New +$682K 0.01% 432

Other funds holding TMDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's TMDX Position: Q4 2024 in Review

Congress Wealth Management sold out of Transmedics (TMDX) in Q4 2024, closing a stake of 8,743 shares — an estimated $1.37M sold.

Congress Wealth Management first reported a position in TMDX in Q1 2024 and held it in 3 quarters. The position peaked at $1.37M in Q3 2024. 315 funds tracked by Wall St. Rank hold TMDX as of Q4 2024.

  • Congress Wealth Management reported no remaining Transmedics position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 8,743 Transmedics shares in Q4 2024, an estimated $1.37M.
  • Congress Wealth Management first reported a position in Transmedics in Q1 2024 and held it in 3 quarters.
  • Congress Wealth Management's Transmedics position peaked at $1.37M in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Transmedics as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.