TPCW
MGRM

TD Private Client Wealth’s Monogram Orthopaedics MGRM Stock Holding History

TD Private Client Wealth’s Portfolio MGRM Stock Details MGRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,508
Closed -$14K – 1254
2023
Q2 		$14K Buy
+3,508
New +$18.1K ﹤0.01% 999

Other funds holding MGRM

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Private Client Wealth's MGRM Position: Q3 2023 in Review

TD Private Client Wealth sold out of Monogram Orthopaedics (MGRM) in Q3 2023, closing a stake of 3,508 shares — an estimated $14K sold.

TD Private Client Wealth first reported a position in MGRM in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 18 funds tracked by Wall St. Rank hold MGRM as of Q3 2023.

  • TD Private Client Wealth reported no remaining Monogram Orthopaedics position as of Q3 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 3,508 Monogram Orthopaedics shares in Q3 2023, an estimated $14K.
  • TD Private Client Wealth first reported a position in Monogram Orthopaedics in Q2 2023 and held it in 1 quarter.
  • TD Private Client Wealth's Monogram Orthopaedics position peaked at $14K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q3 2023.

Based on TD Private Client Wealth's 13F filing for Q3 2023, filed 16 Aug 2024.