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Tradition Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-829
Closed -$63K – 875
2023
Q4 		$63K Hold
829
– – 0.01% 573
2023
Q3 		$57K Hold
829
– – 0.01% 572
2023
Q2 		$69K Hold
829
– – 0.01% 546
2023
Q1 		$61K Hold
829
– – 0.01% 563
2022
Q4 		$59K Hold
829
– – 0.01% 493
2022
Q3 		$47K Buy
+829
New +$47.7K 0.01% 524

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Tradition Wealth Management's MMSI Position: Q1 2024 in Review

Tradition Wealth Management sold out of Merit Medical Systems (MMSI) in Q1 2024, closing a stake of 829 shares — an estimated $63K sold.

Tradition Wealth Management first reported a position in MMSI in Q3 2022 and held it in 6 quarters. The position peaked at $69K in Q2 2023. 305 funds tracked by Wall St. Rank hold MMSI as of Q1 2024.

  • Tradition Wealth Management reported no remaining Merit Medical Systems position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 829 Merit Medical Systems shares in Q1 2024, an estimated $63K.
  • Tradition Wealth Management first reported a position in Merit Medical Systems in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Merit Medical Systems position peaked at $69K in Q2 2023.
  • 305 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.