One Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

One Wealth Advisors’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	-1,144	Closed	-$80.8K	–	447
2022 Q4	$80.8K	Buy	+1,144	New	+$76.4K	0.02%	326
2019 Q2	–	Sell	-47	Closed	-$3K	–	335
2019 Q1	$3K	Buy	+47	New	+$2.67K	﹤0.01%	438
2018 Q4	–	Sell	-42	Closed	-$3K	–	332
2018 Q3	$3K	Hold	42	–	–	﹤0.01%	474
2018 Q2	$2K	Sell	42 -18	-30%	-$892	﹤0.01%	512
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	444
2017 Q4	$3K	Buy	+60	New	+$2.52K	﹤0.01%	489

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

One Wealth Advisors's MMSI Position: Q1 2023 in Review

One Wealth Advisors sold out of Merit Medical Systems (MMSI) in Q1 2023, closing a stake of 1,144 shares — an estimated $80.8K sold.

One Wealth Advisors first reported a position in MMSI in Q4 2017 and held it in 6 quarters. The position peaked at $80.8K in Q4 2022. 286 funds tracked by Wall St. Rank hold MMSI as of Q1 2023.

One Wealth Advisors reported no remaining Merit Medical Systems position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,144 Merit Medical Systems shares in Q1 2023, an estimated $80.8K.
One Wealth Advisors first reported a position in Merit Medical Systems in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Merit Medical Systems position peaked at $80.8K in Q4 2022.
286 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.