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Financial Synergies Wealth Advisors’s Medpace MEDP Stock Holding History

Financial Synergies Wealth Advisors’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
2022
Q4 		– Sell
-9
Closed -$1.42K – 487
2022
Q3 		$1.42K Hold
9
– – ﹤0.01% 256
2022
Q2 		$1.35K Buy
+9
New +$1.3K ﹤0.01% 282

Other funds holding MEDP

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Synergies Wealth Advisors's MEDP Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Medpace (MEDP) in Q4 2022, closing a stake of 9 shares — an estimated $1.42K sold.

Financial Synergies Wealth Advisors first reported a position in MEDP in Q2 2022 and held it in 2 quarters. The position peaked at $1.42K in Q3 2022. 422 funds tracked by Wall St. Rank hold MEDP as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Medpace position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 9 Medpace shares in Q4 2022, an estimated $1.42K.
  • Financial Synergies Wealth Advisors first reported a position in Medpace in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Medpace position peaked at $1.42K in Q3 2022.
  • 422 funds tracked by Wall St. Rank held Medpace as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.