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Sutton Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Sutton Wealth Advisors’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-941
Closed -$66.5K – 1260
2022
Q4 		$66.5K Hold
941
– – 0.03% 318
2022
Q3 		$53.2K Buy
941
+9
+1% +$518 0.02% 364
2022
Q2 		$50.6K Sell
932
-5
-0.5% -$305 0.02% 379
2022
Q1 		$62.3K Buy
937
+64
+7% +$3.85K 0.02% 342
2021
Q4 		$54.4K Buy
873
+11
+1% +$737 0.02% 386
2021
Q3 		$61.9K Hold
862
– – 0.02% 344
2021
Q2 		$55.7K Hold
862
– – 0.02% 381
2021
Q1 		$51.6K Hold
862
– – 0.02% 385
2020
Q4 		$47.9K Hold
862
– – 0.02% 363
2020
Q3 		$37.5K Hold
862
– – 0.02% 367
2020
Q2 		$39.4K Buy
862
+53
+7% +$2.14K 0.02% 355
2020
Q1 		$25.3K Buy
809
+49
+6% +$1.75K 0.02% 416
2019
Q4 		$23.7K Sell
760
-223
-23% -$6.39K 0.01% 533
2019
Q3 		$29.9K Buy
983
+223
+29% +$9.02K 0.02% 446
2019
Q2 		$45.3K Hold
760
– – 0.03% 326
2019
Q1 		$47K Hold
760
– – 0.03% 314
2018
Q4 		$42.4K Hold
760
– – 0.03% 303
2018
Q3 		$46.7K Hold
760
– – 0.03% 303
2018
Q2 		$38.9K Hold
760
– – 0.03% 353
2018
Q1 		$34.5K Hold
760
– – 0.02% 379
2017
Q4 		$32.8K Hold
760
– – 0.02% 390
2017
Q3 		$32.2K Hold
760
– – 0.02% 384
2017
Q2 		$29K Hold
760
– – 0.02% 413
2017
Q1 		$22K Hold
760
– – 0.02% 487
2016
Q4 		$20.1K Hold
760
– – 0.02% 493
2016
Q3 		$18.5K Hold
760
– – 0.02% 479
2016
Q2 		$15.1K Hold
760
– – 0.01% 520
2016
Q1 		$14.1K Buy
+760
New +$13.2K 0.01% 532

Other funds holding MMSI

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's MMSI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Merit Medical Systems (MMSI) in Q1 2023, closing a stake of 941 shares — an estimated $66.5K sold.

Sutton Wealth Advisors first reported a position in MMSI in Q1 2016 and held it in 28 quarters. The position peaked at $66.5K in Q4 2022. 286 funds tracked by Wall St. Rank hold MMSI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Merit Medical Systems position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 941 Merit Medical Systems shares in Q1 2023, an estimated $66.5K.
  • Sutton Wealth Advisors first reported a position in Merit Medical Systems in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Merit Medical Systems position peaked at $66.5K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.