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JP Morgan Private Wealth Advisors’s Transmedics TMDX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TMDX Stock Details TMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,660
Closed -$307K – 1788
2023
Q2 		$307K Sell
3,660
-1,590
-30% -$122K ﹤0.01% 1232
2023
Q1 		$398K Buy
+5,250
New +$363K ﹤0.01% 1560

Other funds holding TMDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TMDX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Transmedics (TMDX) in Q3 2023, closing a stake of 3,660 shares — an estimated $307K sold.

JP Morgan Private Wealth Advisors first reported a position in TMDX in Q1 2023 and held it in 2 quarters. The position peaked at $398K in Q1 2023. 221 funds tracked by Wall St. Rank hold TMDX as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Transmedics position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,660 Transmedics shares in Q3 2023, an estimated $307K.
  • JP Morgan Private Wealth Advisors first reported a position in Transmedics in Q1 2023 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Transmedics position peaked at $398K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Transmedics as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.