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TFO Wealth Partners’s Merit Medical Systems MMSI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$76 – 489
2024
Q1 		$76 Hold
1
– – ﹤0.01% 680
2023
Q4 		$76 Hold
1
– – ﹤0.01% 832
2023
Q3 		$84 Hold
1
– – ﹤0.01% 999
2023
Q2 		$84 Hold
1
– – ﹤0.01% 698
2023
Q1 		$74 Sell
1
-6
-86% -$421 ﹤0.01% 701
2022
Q4 		$691 Buy
+7
New +$467 ﹤0.01% 432

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

TFO Wealth Partners sold out of Merit Medical Systems (MMSI) in Q2 2024, closing a stake of 1 share — an estimated $76 sold.

TFO Wealth Partners first reported a position in MMSI in Q4 2022 and held it in 6 quarters. The position peaked at $691 in Q4 2022. 320 funds tracked by Wall St. Rank hold MMSI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Merit Medical Systems position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Merit Medical Systems share in Q2 2024, an estimated $76.
  • TFO Wealth Partners first reported a position in Merit Medical Systems in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Merit Medical Systems position peaked at $691 in Q4 2022.
  • 320 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2024.

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