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Glassman Wealth Services’s Treace Medical Concepts TMCI Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-65
Closed -$829 – 1658
2023
Q4 		$829 Buy
+65
New +$657 ﹤0.01% 1598

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Glassman Wealth Services's TMCI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Treace Medical Concepts (TMCI) in Q1 2024, closing a stake of 65 shares — an estimated $829 sold.

Glassman Wealth Services first reported a position in TMCI in Q4 2023 and held it in 1 quarter. The position peaked at $829 in Q4 2023. 132 funds tracked by Wall St. Rank hold TMCI as of Q1 2024.

  • Glassman Wealth Services reported no remaining Treace Medical Concepts position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 65 Treace Medical Concepts shares in Q1 2024, an estimated $829.
  • Glassman Wealth Services first reported a position in Treace Medical Concepts in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Treace Medical Concepts position peaked at $829 in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.