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TFO Wealth Partners’s Medpace MEDP Stock Holding History

TFO Wealth Partners’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$404 – 481
2024
Q1 		$404 Hold
1
– – ﹤0.01% 310
2023
Q4 		$307 Hold
1
– – ﹤0.01% 510
2023
Q3 		$240 Hold
1
– – ﹤0.01% 736
2023
Q2 		$240 Hold
1
– – ﹤0.01% 458
2023
Q1 		$188 Sell
1
-7
-88% -$1.45K ﹤0.01% 492
2022
Q4 		$3K Buy
+8
New +$1.6K ﹤0.01% 213

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

TFO Wealth Partners's MEDP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Medpace (MEDP) in Q2 2024, closing a stake of 1 share — an estimated $404 sold.

TFO Wealth Partners first reported a position in MEDP in Q4 2022 and held it in 6 quarters. The position peaked at $3K in Q4 2022. 623 funds tracked by Wall St. Rank hold MEDP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Medpace position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Medpace share in Q2 2024, an estimated $404.
  • TFO Wealth Partners first reported a position in Medpace in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Medpace position peaked at $3K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Medpace as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.