IA
MSON

IFP Advisors’s Misonix Inc MSON Stock Holding History

IFP Advisors’s Portfolio MSON Stock Details MSON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,000
Closed -$83.5K – 3307
2020
Q4 		$62K Sell
5,000
-4,600
-48% -$58.1K ﹤0.01% 1353
2020
Q3 		$113K Buy
+9,600
New +$125K 0.01% 940
2017
Q4 		– Sell
-1,700
Closed -$17K – 4211
2017
Q3 		$17K Hold
1,700
– – ﹤0.01% 2730
2017
Q2 		$16K Hold
1,700
– – ﹤0.01% 2728
2017
Q1 		$20K Hold
1,700
– – ﹤0.01% 2523
2016
Q4 		$18K Hold
1,700
– – ﹤0.01% 2550
2016
Q3 		$9K Hold
1,700
– – ﹤0.01% 2925
2016
Q2 		$9K Buy
+1,700
New +$8.97K ﹤0.01% 2830
2016
Q1 		– Sell
-1,700
Closed -$16K – 3692
2015
Q4 		$16K Buy
+1,700
New +$16.6K ﹤0.01% 2310

Other funds holding MSON

SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

IFP Advisors's MSON Position: Q1 2021 in Review

IFP Advisors sold out of Misonix Inc (MSON) in Q1 2021, closing a stake of 5,000 shares — an estimated $83.5K sold.

IFP Advisors first reported a position in MSON in Q4 2015 and held it in 9 quarters. The position peaked at $113K in Q3 2020. 53 funds tracked by Wall St. Rank hold MSON as of Q1 2021.

  • IFP Advisors reported no remaining Misonix Inc position as of Q1 2021 after selling out during the quarter.
  • IFP Advisors sold 5,000 Misonix Inc shares in Q1 2021, an estimated $83.5K.
  • IFP Advisors first reported a position in Misonix Inc in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's Misonix Inc position peaked at $113K in Q3 2020.
  • 53 funds tracked by Wall St. Rank held Misonix Inc as of Q1 2021.

Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.