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FWL Investment Management’s Treace Medical Concepts TMCI Stock Holding History

FWL Investment Management’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,347
Closed -$70.1K – 255
2023
Q3 		$70.1K Buy
+5,347
New +$97.9K 0.05% 70
2023
Q1 		– Sell
-5,347
Closed -$123K – 182
2022
Q4 		$123K Buy
+5,347
New +$123K 0.09% 62
2022
Q3 		– Sell
-10,347
Closed -$148K – 71
2022
Q2 		$148K Sell
10,347
-1,250
-11% -$21.1K 0.11% 43
2022
Q1 		$219K Sell
11,597
-5,600
-33% -$109K 0.14% 44
2021
Q4 		$321K Buy
+17,197
New +$355K 0.2% 42

Other funds holding TMCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FWL Investment Management's TMCI Position: Q4 2023 in Review

FWL Investment Management sold out of Treace Medical Concepts (TMCI) in Q4 2023, closing a stake of 5,347 shares — an estimated $70.1K sold.

FWL Investment Management first reported a position in TMCI in Q4 2021 and held it in 5 quarters. The position peaked at $321K in Q4 2021. 127 funds tracked by Wall St. Rank hold TMCI as of Q4 2023.

  • FWL Investment Management reported no remaining Treace Medical Concepts position as of Q4 2023 after selling out during the quarter.
  • FWL Investment Management sold 5,347 Treace Medical Concepts shares in Q4 2023, an estimated $70.1K.
  • FWL Investment Management first reported a position in Treace Medical Concepts in Q4 2021 and held it in 5 quarters.
  • FWL Investment Management's Treace Medical Concepts position peaked at $321K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2023.

Based on FWL Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.