EWM
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Executive Wealth Management’s Transmedics TMDX Stock Holding History

Executive 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 		$1.27M Buy
20,422
+7,424
+57% +$691K 0.1% 129
2024
Q3 		$2.04M Sell
12,998
-3,096
-19% -$477K 0.16% 114
2024
Q2 		$2.42M Sell
16,094
-6,639
-29% -$796K 0.44% 48
2024
Q1 		$1.67M Sell
22,733
-5,408
-19% -$446K 0.15% 113
2023
Q4 		$2.22M Buy
28,141
+6,928
+33% +$418K 0.21% 94
2023
Q3 		$1.16M Buy
21,213
+6,691
+46% +$482K 0.12% 118
2023
Q2 		$1.22M Buy
+14,522
New +$1.11M 0.13% 116

Other funds holding TMDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Executive Wealth Management increased its Transmedics (TMDX) stake by 57% in Q4 2024, buying an estimated $691K and bringing the position to 20,422 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #129.

Executive Wealth Management first reported a position in TMDX in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.42M in Q2 2024. 314 funds tracked by Wall St. Rank hold TMDX as of Q4 2024.

  • Executive Wealth Management held 20,422 shares of Transmedics worth $1.27M as of Q4 2024.
  • Executive Wealth Management bought 7,424 Transmedics shares in Q4 2024, an estimated $691K.
  • Transmedics made up 0.1% of Executive Wealth Management's portfolio in Q4 2024, its #129 holding.
  • Executive Wealth Management first reported a position in Transmedics in Q2 2023 and has held it in 7 quarters since.
  • Executive Wealth Management's Transmedics position peaked at $2.42M in Q2 2024.
  • 314 funds tracked by Wall St. Rank held Transmedics as of Q4 2024.

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