Heritage Wealth Management (Arizona)’s Merit Medical Systems MMSI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$20.2K	Buy	286 +143	+100%	+$9.54K	﹤0.01%	658
2022 Q3	$8K	Hold	143	–	–	﹤0.01%	688
2022 Q2	$7.76K	Hold	143	–	–	﹤0.01%	707
2022 Q1	$10K	Buy	+143	New	+$8.6K	﹤0.01%	711
2021 Q3	$10K	Hold	143	–	–	﹤0.01%	656
2021 Q2	$9K	Hold	143	–	–	﹤0.01%	673
2021 Q1	$9K	Buy	+143	New	+$8.19K	0.01%	589

Other funds holding MMSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MMSI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Merit Medical Systems (MMSI) stake by 100% in Q4 2022, buying an estimated $9.54K and bringing the position to 286 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Heritage Wealth Management (Arizona) first reported a position in MMSI in Q1 2021 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold MMSI as of Q4 2022.

Heritage Wealth Management (Arizona) held 286 shares of Merit Medical Systems worth $20.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 143 Merit Medical Systems shares in Q4 2022, an estimated $9.54K.
Merit Medical Systems made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #658 holding.
Heritage Wealth Management (Arizona) first reported a position in Merit Medical Systems in Q1 2021 and has held it in 7 quarters since.
279 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.