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Petra Financial Advisors’s Transmedics TMDX Stock Holding History

Petra Financial Advisors’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
-6,622
Closed -$556K – 134
2023
Q2 		$556K Buy
+6,622
New +$507K 0.5% 60

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

Petra Financial Advisors's TMDX Position: Q3 2023 in Review

Petra Financial Advisors sold out of Transmedics (TMDX) in Q3 2023, closing a stake of 6,622 shares — an estimated $556K sold.

Petra Financial Advisors first reported a position in TMDX in Q2 2023 and held it in 1 quarter. The position peaked at $556K in Q2 2023. 221 funds tracked by Wall St. Rank hold TMDX as of Q3 2023.

  • Petra Financial Advisors reported no remaining Transmedics position as of Q3 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 6,622 Transmedics shares in Q3 2023, an estimated $556K.
  • Petra Financial Advisors first reported a position in Transmedics in Q2 2023 and held it in 1 quarter.
  • Petra Financial Advisors's Transmedics position peaked at $556K in Q2 2023.
  • 221 funds tracked by Wall St. Rank held Transmedics as of Q3 2023.

Based on Petra Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.