RFA
MSON

Reilly Financial Advisors’s Misonix Inc MSON Stock Holding History

Reilly Financial Advisors’s Portfolio MSON Stock Details MSON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-902
Closed -$12K – 964
2020
Q2 		$12K Buy
902
+172
+24% +$2.1K ﹤0.01% 548
2020
Q1 		$7K Buy
+730
New +$11.1K ﹤0.01% 632

Other funds holding MSON

SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Reilly Financial Advisors's MSON Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Misonix Inc (MSON) in Q3 2020, closing a stake of 902 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in MSON in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 58 funds tracked by Wall St. Rank hold MSON as of Q3 2020.

  • Reilly Financial Advisors reported no remaining Misonix Inc position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 902 Misonix Inc shares in Q3 2020, an estimated $12K.
  • Reilly Financial Advisors first reported a position in Misonix Inc in Q1 2020 and held it in 2 quarters.
  • Reilly Financial Advisors's Misonix Inc position peaked at $12K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held Misonix Inc as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.