Delap Wealth Advisory’s Medpace MEDP Stock Holding History

Delap Wealth Advisory’s Portfolio MEDP Stock Details MEDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,521	Closed	-$626K	–	90
2024 Q2	$626K	Buy	1,521 +585	+63%	+$232K	0.29%	40
2024 Q1	$378K	Buy	+936	New	+$329K	0.15%	110

Other funds holding MEDP

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Delap Wealth Advisory's MEDP Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Medpace (MEDP) in Q3 2024, closing a stake of 1,521 shares — an estimated $626K sold.

Delap Wealth Advisory first reported a position in MEDP in Q1 2024 and held it in 2 quarters. The position peaked at $626K in Q2 2024. 583 funds tracked by Wall St. Rank hold MEDP as of Q3 2024.

Delap Wealth Advisory reported no remaining Medpace position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,521 Medpace shares in Q3 2024, an estimated $626K.
Delap Wealth Advisory first reported a position in Medpace in Q1 2024 and held it in 2 quarters.
Delap Wealth Advisory's Medpace position peaked at $626K in Q2 2024.
583 funds tracked by Wall St. Rank held Medpace as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.