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Financial Advocates Investment Management’s Transmedics TMDX Stock Holding History

Financial Advocates Investment 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
2023
Q1 		– Sell
-19,363
Closed -$1.2M – 817
2022
Q4 		$1.2M Buy
19,363
+6,481
+50% +$344K 0.09% 251
2022
Q3 		$822K Buy
+12,882
New +$560K 0.07% 297

Other funds holding TMDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCP
Sandhill Capital Partners Buffalo, New York $1.16B AUM 12.37% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

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

Financial Advocates Investment Management sold out of Transmedics (TMDX) in Q1 2023, closing a stake of 19,363 shares — an estimated $1.2M sold.

Financial Advocates Investment Management first reported a position in TMDX in Q3 2022 and held it in 2 quarters. The position peaked at $1.2M in Q4 2022. 224 funds tracked by Wall St. Rank hold TMDX as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Transmedics position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 19,363 Transmedics shares in Q1 2023, an estimated $1.2M.
  • Financial Advocates Investment Management first reported a position in Transmedics in Q3 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Transmedics position peaked at $1.2M in Q4 2022.
  • 224 funds tracked by Wall St. Rank held Transmedics as of Q1 2023.

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