Patriot Financial Group Insurance Agency’s Medpace MEDP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MEDP Stock Details MEDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-54	Closed	-$8K	–	1320
2022 Q2	$8K	Sell	54 -15	-22%	-$2.17K	﹤0.01%	1336
2022 Q1	$11K	Sell	69 -15	-18%	-$2.47K	﹤0.01%	1323
2021 Q4	$18K	Hold	84	–	–	﹤0.01%	1263
2021 Q3	$16K	Buy	84 +15	+22%	+$2.74K	﹤0.01%	1306
2021 Q2	$12K	Hold	69	–	–	﹤0.01%	1372
2021 Q1	$11K	Hold	69	–	–	﹤0.01%	1325
2020 Q4	$10K	Hold	69	–	–	﹤0.01%	1225
2020 Q3	$8K	Hold	69	–	–	﹤0.01%	1098
2020 Q2	$6K	Buy	69 +1	+1%	+$85	﹤0.01%	1135
2020 Q1	$5K	Buy	+68	New	+$5.9K	﹤0.01%	1076
2019 Q3	–	Sell	-1,700	Closed	-$110K	–	1404
2019 Q2	$110K	Buy	+1,700	New	+$98K	0.05%	295

Other funds holding MEDP

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MEDP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Medpace (MEDP) in Q3 2022, closing a stake of 54 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in MEDP in Q2 2019 and held it in 11 quarters. The position peaked at $110K in Q2 2019. 357 funds tracked by Wall St. Rank hold MEDP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Medpace position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 54 Medpace shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in Medpace in Q2 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Medpace position peaked at $110K in Q2 2019.
357 funds tracked by Wall St. Rank held Medpace as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.