Simplicity Wealth’s Treace Medical Concepts TMCI Stock Holding History

Simplicity Wealth’s Portfolio TMCI Stock Details TMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-80,861	Closed	-$538K	–	1135
2024 Q2	$538K	Buy	+80,861	New	+$653K	0.01%	729

Other funds holding TMCI

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Simplicity Wealth's TMCI Position: Q3 2024 in Review

Simplicity Wealth sold out of Treace Medical Concepts (TMCI) in Q3 2024, closing a stake of 80,861 shares — an estimated $538K sold.

Simplicity Wealth first reported a position in TMCI in Q2 2024 and held it in 1 quarter. The position peaked at $538K in Q2 2024. 134 funds tracked by Wall St. Rank hold TMCI as of Q3 2024.

Simplicity Wealth reported no remaining Treace Medical Concepts position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 80,861 Treace Medical Concepts shares in Q3 2024, an estimated $538K.
Simplicity Wealth first reported a position in Treace Medical Concepts in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Treace Medical Concepts position peaked at $538K in Q2 2024.
134 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.