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Financial Advocates Investment Management’s Merit Medical Systems MMSI Stock Holding History

Financial Advocates Investment Management’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
2023
Q1 		– Sell
-10,763
Closed -$760K – 791
2022
Q4 		$760K Buy
+10,763
New +$718K 0.06% 351

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's MMSI Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Merit Medical Systems (MMSI) in Q1 2023, closing a stake of 10,763 shares — an estimated $760K sold.

Financial Advocates Investment Management first reported a position in MMSI in Q4 2022 and held it in 1 quarter. The position peaked at $760K in Q4 2022. 287 funds tracked by Wall St. Rank hold MMSI as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Merit Medical Systems position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,763 Merit Medical Systems shares in Q1 2023, an estimated $760K.
  • Financial Advocates Investment Management first reported a position in Merit Medical Systems in Q4 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Merit Medical Systems position peaked at $760K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.