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Evoke Wealth’s Merit Medical Systems MMSI Stock Holding History

Evoke Wealth’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
2022
Q1 		– Sell
-48
Closed -$3K – 1223
2021
Q4 		$3K Hold
48
– – ﹤0.01% 997
2021
Q3 		$3K Hold
48
– – ﹤0.01% 955
2021
Q2 		$3K Hold
48
– – ﹤0.01% 992
2021
Q1 		$3K Buy
+48
New +$2.75K ﹤0.01% 962

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Evoke Wealth's MMSI Position: Q1 2022 in Review

Evoke Wealth sold out of Merit Medical Systems (MMSI) in Q1 2022, closing a stake of 48 shares — an estimated $3K sold.

Evoke Wealth first reported a position in MMSI in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 267 funds tracked by Wall St. Rank hold MMSI as of Q1 2022.

  • Evoke Wealth reported no remaining Merit Medical Systems position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 48 Merit Medical Systems shares in Q1 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Merit Medical Systems in Q1 2021 and held it in 4 quarters.
  • Evoke Wealth's Merit Medical Systems position peaked at $3K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.