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Toth Financial Advisory’s Merit Medical Systems MMSI Stock Holding History

Toth Financial Advisory’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
2021
Q4 		– Sell
-11,325
Closed -$813K – 799
2021
Q3 		$813K Buy
+11,325
New +$768K 0.12% 125

Other funds holding MMSI

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Toth Financial Advisory's MMSI Position: Q4 2021 in Review

Toth Financial Advisory sold out of Merit Medical Systems (MMSI) in Q4 2021, closing a stake of 11,325 shares — an estimated $813K sold.

Toth Financial Advisory first reported a position in MMSI in Q3 2021 and held it in 1 quarter. The position peaked at $813K in Q3 2021. 266 funds tracked by Wall St. Rank hold MMSI as of Q4 2021.

  • Toth Financial Advisory reported no remaining Merit Medical Systems position as of Q4 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 11,325 Merit Medical Systems shares in Q4 2021, an estimated $813K.
  • Toth Financial Advisory first reported a position in Merit Medical Systems in Q3 2021 and held it in 1 quarter.
  • Toth Financial Advisory's Merit Medical Systems position peaked at $813K in Q3 2021.
  • 266 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.