Institutional & Family Asset Management’s Mesoblast MESO Stock Holding History

Institutional & Family Asset Management’s Portfolio MESO Stock Details MESO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$10.1K	Hold	1,484	–	–	﹤0.01%	416
2024 Q1	$7.43K	Sell	1,484 -1	-0.1%	-$2	﹤0.01%	449
2023 Q4	$3.27K	Hold	1,485	–	–	﹤0.01%	528
2023 Q3	$3.65K	Hold	1,485	–	–	﹤0.01%	502
2023 Q2	$11.6K	Sell	1,485 -100	-6%	-$715	﹤0.01%	369
2023 Q1	$10.4K	Hold	1,585	–	–	﹤0.01%	374
2022 Q4	$9.22K	Hold	1,585	–	–	﹤0.01%	385
2022 Q3	$8K	Sell	1,585 -15	-0.9%	-$91	﹤0.01%	411
2022 Q2	$7K	Hold	1,600	–	–	﹤0.01%	441
2022 Q1	$14K	Hold	1,600	–	–	﹤0.01%	403
2021 Q4	$15K	Hold	1,600	–	–	﹤0.01%	399
2021 Q3	$19K	Hold	1,600	–	–	﹤0.01%	461
2021 Q2	$24K	Hold	1,600	–	–	﹤0.01%	449
2021 Q1	$26K	Hold	1,600	–	–	0.01%	458
2020 Q4	$27K	Buy	1,600 +100	+7%	+$2.46K	0.01%	405
2020 Q3	$56K	Hold	1,500	–	–	0.01%	276
2020 Q2	$34K	Hold	1,500	–	–	0.01%	336
2020 Q1	$13K	Hold	1,500	–	–	﹤0.01%	421
2019 Q4	$22K	Hold	1,500	–	–	﹤0.01%	422
2019 Q3	$21K	Hold	1,500	–	–	﹤0.01%	399
2019 Q2	$16K	Hold	1,500	–	–	﹤0.01%	442
2019 Q1	$16K	Hold	1,500	–	–	﹤0.01%	448
2018 Q4	$12K	Hold	1,500	–	–	﹤0.01%	443
2018 Q3	$24K	Hold	1,500	–	–	﹤0.01%	423
2018 Q2	$17K	Hold	1,500	–	–	﹤0.01%	455
2018 Q1	$17K	Buy	+1,500	New	+$18K	﹤0.01%	436

Other funds holding MESO

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CIC

Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return

Institutional & Family Asset Management's MESO Position: Q2 2024 in Review

Institutional & Family Asset Management held its Mesoblast (MESO) position steady in Q2 2024 at 1,484 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Institutional & Family Asset Management first reported a position in MESO in Q1 2018 and has held it in 26 quarters since. The position peaked at $56K in Q3 2020. 39 funds tracked by Wall St. Rank hold MESO as of Q2 2024.

Institutional & Family Asset Management held 1,484 shares of Mesoblast worth $10.1K as of Q2 2024.
Institutional & Family Asset Management left its Mesoblast share count unchanged in Q2 2024.
Mesoblast made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #416 holding.
Institutional & Family Asset Management first reported a position in Mesoblast in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Mesoblast position peaked at $56K in Q3 2020.
39 funds tracked by Wall St. Rank held Mesoblast as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.