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

TCI 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 Q2	–	Sell	-175	Closed	-$12.9K	–	1416
2023 Q1	$12.9K	Sell	175 -1	-0.6%	-$70	﹤0.01%	928
2022 Q4	$12.4K	Buy	176 +99	+129%	+$6.61K	﹤0.01%	928
2022 Q3	$4K	Buy	77 +2	+3%	+$115	﹤0.01%	1636
2022 Q2	$4K	Sell	75 -79	-51%	-$4.82K	﹤0.01%	1654
2022 Q1	$10K	Sell	154 -58	-27%	-$3.49K	﹤0.01%	1104
2021 Q4	$13K	Buy	212 +50	+31%	+$3.35K	﹤0.01%	977
2021 Q3	$12K	Hold	162	–	–	﹤0.01%	987
2021 Q2	$10K	Buy	162 +14	+9%	+$866	﹤0.01%	967
2021 Q1	$9K	Buy	148 +60	+68%	+$3.44K	﹤0.01%	921
2020 Q4	$5K	Buy	88 +13	+17%	+$671	﹤0.01%	889
2020 Q3	$3K	Hold	75	–	–	﹤0.01%	973
2020 Q2	$3K	Hold	75	–	–	﹤0.01%	926
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	1039
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	1167
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	1102
2019 Q2	$4K	Sell	75 -7	-9%	-$401	﹤0.01%	826
2019 Q1	$5K	Hold	82	–	–	﹤0.01%	797
2018 Q4	$5K	Hold	82	–	–	﹤0.01%	770
2018 Q3	$5K	Hold	82	–	–	﹤0.01%	798
2018 Q2	$4K	Buy	82 +7	+9%	+$347	﹤0.01%	859
2018 Q1	$3K	Hold	75	–	–	﹤0.01%	867
2017 Q4	$3K	Hold	75	–	–	﹤0.01%	920
2017 Q3	$3K	Hold	75	–	–	﹤0.01%	858
2017 Q2	$3K	Hold	75	–	–	﹤0.01%	891
2017 Q1	$2K	Hold	75	–	–	﹤0.01%	956
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	1028
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	986
2016 Q2	$1K	Hold	75	–	–	﹤0.01%	1104
2016 Q1	$1K	Buy	+75	New	+$1.3K	﹤0.01%	1113

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's MMSI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Merit Medical Systems (MMSI) in Q2 2023, closing a stake of 175 shares — an estimated $12.9K sold.

TCI Wealth Advisors first reported a position in MMSI in Q1 2016 and held it in 29 quarters. The position peaked at $13K in Q4 2021. 311 funds tracked by Wall St. Rank hold MMSI as of Q2 2023.

TCI Wealth Advisors reported no remaining Merit Medical Systems position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 175 Merit Medical Systems shares in Q2 2023, an estimated $12.9K.
TCI Wealth Advisors first reported a position in Merit Medical Systems in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Merit Medical Systems position peaked at $13K in Q4 2021.
311 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.