Taylor Wealth Management Partners’s Transmedics TMDX Stock Holding History

Taylor Wealth Management Partners’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
2022 Q2	$1.91M	Sell	60,766 -4,133	-6%	-$110K	1.09%	32
2022 Q1	$1.75M	Sell	64,899 -7,883	-11%	-$141K	0.71%	43
2021 Q4	$1.4M	Sell	72,782 -2,233	-3%	-$56K	0.49%	41
2021 Q3	$2.48M	Buy	75,015 +2,330	+3%	+$71.2K	0.89%	38
2021 Q2	$2.41M	Buy	72,685 +867	+1%	+$24K	0.85%	40
2021 Q1	$2.98M	Sell	71,818 -9,777	-12%	-$301K	1.09%	37
2020 Q4	$1.62M	Buy	81,595 +498	+0.6%	+$7.37K	0.62%	42
2020 Q3	$1.12M	Buy	81,097 +6,085	+8%	+$104K	0.51%	40
2020 Q2	$1.34M	Sell	75,012 -8,368	-10%	-$131K	0.68%	39
2020 Q1	$1.01M	Buy	+83,380	New	+$1.4M	0.62%	36

Other funds holding TMDX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCP

Sandhill Capital Partners Buffalo, New York $1.16B AUM 12.37% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Taylor Wealth Management Partners's TMDX Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Transmedics (TMDX) stake by 6.4% in Q2 2022, selling an estimated $110K and leaving 60,766 shares worth $1.91M. The position accounts for 1.09% of the portfolio, ranked #32.

Taylor Wealth Management Partners first reported a position in TMDX in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.98M in Q1 2021. 134 funds tracked by Wall St. Rank hold TMDX as of Q2 2022.

Taylor Wealth Management Partners held 60,766 shares of Transmedics worth $1.91M as of Q2 2022.
Taylor Wealth Management Partners sold 4,133 Transmedics shares in Q2 2022, an estimated $110K.
Transmedics made up 1.09% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #32 holding.
Taylor Wealth Management Partners first reported a position in Transmedics in Q1 2020 and has held it in 10 quarters since.
Taylor Wealth Management Partners's Transmedics position peaked at $2.98M in Q1 2021.
134 funds tracked by Wall St. Rank held Transmedics as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.