NFG
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Next Financial Group’s Transmedics TMDX Stock Holding History

Next Financial Group’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
2021
Q4 		$25K Buy
1,322
+803
+155% +$20.1K ﹤0.01% 1793
2021
Q3 		$17K Sell
519
-4,176
-89% -$128K ﹤0.01% 1863
2021
Q2 		$156K Buy
4,695
+4,307
+1,110% +$119K 0.01% 921
2021
Q1 		$16K Buy
388
+114
+42% +$3.51K ﹤0.01% 1722
2020
Q4 		$5K Buy
274
+89
+48% +$1.32K ﹤0.01% 2003
2020
Q3 		$3K Buy
+185
New +$3.17K ﹤0.01% 1990

Other funds holding TMDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Sandhill Capital Partners Buffalo, New York $1.16B AUM 12.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Next Financial Group's TMDX Position: Q4 2021 in Review

Next Financial Group increased its Transmedics (TMDX) stake by 155% in Q4 2021, buying an estimated $20.1K and bringing the position to 1,322 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Next Financial Group first reported a position in TMDX in Q3 2020 and has held it in 6 quarters since. The position peaked at $156K in Q2 2021. 121 funds tracked by Wall St. Rank hold TMDX as of Q4 2021.

  • Next Financial Group held 1,322 shares of Transmedics worth $25K as of Q4 2021.
  • Next Financial Group bought 803 Transmedics shares in Q4 2021, an estimated $20.1K.
  • Transmedics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1793 holding.
  • Next Financial Group first reported a position in Transmedics in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Transmedics position peaked at $156K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Transmedics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.