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MinichMacGregor Wealth Management’s Merit Medical Systems MMSI Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-363
Closed -$25.6K – 421
2022
Q4 		$25.6K Buy
+363
New +$24.2K 0.01% 264

Other funds holding MMSI

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
William Blair Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MinichMacGregor Wealth Management's MMSI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Merit Medical Systems (MMSI) in Q1 2023, closing a stake of 363 shares — an estimated $25.6K sold.

MinichMacGregor Wealth Management first reported a position in MMSI in Q4 2022 and held it in 1 quarter. The position peaked at $25.6K in Q4 2022. 287 funds tracked by Wall St. Rank hold MMSI as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Merit Medical Systems position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 363 Merit Medical Systems shares in Q1 2023, an estimated $25.6K.
  • MinichMacGregor Wealth Management first reported a position in Merit Medical Systems in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Merit Medical Systems position peaked at $25.6K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.