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Moran Wealth Management’s Transmedics TMDX Stock Holding History

Moran Wealth Management’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
-3,981
Closed -$334K – 426
2023
Q2 		$334K Buy
3,981
+11
+0.3% +$842 0.01% 333
2023
Q1 		$301K Sell
3,970
-1,707
-30% -$118K 0.01% 330
2022
Q4 		$350K Buy
+5,677
New +$302K 0.01% 316

Other funds holding TMDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $23.2B AUM 40.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Moran Wealth Management's TMDX Position: Q3 2023 in Review

Moran Wealth Management sold out of Transmedics (TMDX) in Q3 2023, closing a stake of 3,981 shares — an estimated $334K sold.

Moran Wealth Management first reported a position in TMDX in Q4 2022 and held it in 3 quarters. The position peaked at $350K in Q4 2022. 221 funds tracked by Wall St. Rank hold TMDX as of Q3 2023.

  • Moran Wealth Management reported no remaining Transmedics position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 3,981 Transmedics shares in Q3 2023, an estimated $334K.
  • Moran Wealth Management first reported a position in Transmedics in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Transmedics position peaked at $350K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held Transmedics as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.