SAM
TMCI icon

Smartleaf Asset Management’s Treace Medical Concepts TMCI Stock Holding History

Smartleaf Asset Management’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
Q4 		– Sell
-108
Closed -$623 – 3014
2024
Q3 		$623 Sell
108
-117
-52% -$752 ﹤0.01% 2755
2024
Q2 		$1.49K Buy
225
+171
+317% +$1.38K ﹤0.01% 2320
2024
Q1 		$667 Buy
+54
New +$720 ﹤0.01% 1697

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Smartleaf Asset Management's TMCI Position: Q4 2024 in Review

Smartleaf Asset Management sold out of Treace Medical Concepts (TMCI) in Q4 2024, closing a stake of 108 shares — an estimated $623 sold.

Smartleaf Asset Management first reported a position in TMCI in Q1 2024 and held it in 3 quarters. The position peaked at $1.49K in Q2 2024. 135 funds tracked by Wall St. Rank hold TMCI as of Q4 2024.

  • Smartleaf Asset Management reported no remaining Treace Medical Concepts position as of Q4 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 108 Treace Medical Concepts shares in Q4 2024, an estimated $623.
  • Smartleaf Asset Management first reported a position in Treace Medical Concepts in Q1 2024 and held it in 3 quarters.
  • Smartleaf Asset Management's Treace Medical Concepts position peaked at $1.49K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.