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Tiedemann Advisors’s Procept Biorobotics PRCT Stock Holding History

Tiedemann Advisors’s Portfolio PRCT Stock Details PRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.41M Sell
73,388
-12,848
-15% -$438K 0.1% 70
2023
Q2 		$3.05M Hold
86,236
– – 0.13% 62
2023
Q1 		$2.45M Hold
86,236
– – 0.11% 70
2022
Q4 		$3.58M Hold
86,236
– – 0.17% 53
2022
Q3 		$3.58M Hold
86,236
– – 0.22% 54
2022
Q2 		$2.82M Buy
+86,236
New +$3.14M 0.21% 57

Other funds holding PRCT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiedemann Advisors's PRCT Position: Q3 2023 in Review

Tiedemann Advisors reduced its Procept Biorobotics (PRCT) stake by 15% in Q3 2023, selling an estimated $438K and leaving 73,388 shares worth $2.41M. The position accounts for 0.1% of the portfolio, ranked #70.

Tiedemann Advisors first reported a position in PRCT in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.58M in Q4 2022. 127 funds tracked by Wall St. Rank hold PRCT as of Q3 2023.

  • Tiedemann Advisors held 73,388 shares of Procept Biorobotics worth $2.41M as of Q3 2023.
  • Tiedemann Advisors sold 12,848 Procept Biorobotics shares in Q3 2023, an estimated $438K.
  • Procept Biorobotics made up 0.1% of Tiedemann Advisors's portfolio in Q3 2023, its #70 holding.
  • Tiedemann Advisors first reported a position in Procept Biorobotics in Q2 2022 and has held it in 6 quarters since.
  • Tiedemann Advisors's Procept Biorobotics position peaked at $3.58M in Q4 2022.
  • 127 funds tracked by Wall St. Rank held Procept Biorobotics as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.