VFA
TMDI

Valeo Financial Advisors’s Titan Medical Inc. Ordinary Shares TMDI Stock Holding History

Valeo Financial Advisors’s Portfolio TMDI Stock Details TMDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,961
Closed -$13.2K – 682
2022
Q4 		$13.2K Buy
19,961
+266
+1% +$140 ﹤0.01% 531
2022
Q3 		$9K Buy
+19,695
New +$10.2K ﹤0.01% 502
2021
Q2 		– Sell
-1,000
Closed -$2K – 2011
2021
Q1 		$2K Hold
1,000
– – ﹤0.01% 1847
2020
Q4 		$2K Hold
1,000
– – ﹤0.01% 1553
2020
Q3 		$1K Sell
1,000
-50,000
-98% -$39.6K ﹤0.01% 1556
2020
Q2 		$43K Buy
51,000
+50,000
+5,000% +$25.6K ﹤0.01% 790
2020
Q1 		$0 Sell
1,000
-44,117
-98% -$17.6K ﹤0.01% 1963
2019
Q4 		$22K Buy
45,117
+44,117
+4,412% +$27.1K ﹤0.01% 906
2019
Q3 		$1K Sell
1,000
-44,117
-98% -$92.2K ﹤0.01% 1517
2019
Q2 		$106K Buy
45,117
+44,117
+4,412% +$110K 0.01% 424
2019
Q1 		$3K Sell
1,000
-20,000
-95% -$65.5K ﹤0.01% 1317
2018
Q4 		$26K Buy
21,000
+20,000
+2,000% +$37K ﹤0.01% 639
2018
Q3 		$2K Hold
1,000
– – ﹤0.01% 1539
2018
Q2 		$2K Buy
+1,000
New +$6.01K ﹤0.01% 1397

Other funds holding TMDI

EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
WA
Waterford Advisors Orchard Park, New York $315M AUM 15.21% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Valeo Financial Advisors's TMDI Position: Q1 2023 in Review

Valeo Financial Advisors sold out of Titan Medical Inc. Ordinary Shares (TMDI) in Q1 2023, closing a stake of 19,961 shares — an estimated $13.2K sold.

Valeo Financial Advisors first reported a position in TMDI in Q2 2018 and held it in 14 quarters. The position peaked at $106K in Q2 2019. 12 funds tracked by Wall St. Rank hold TMDI as of Q1 2023.

  • Valeo Financial Advisors reported no remaining Titan Medical Inc. Ordinary Shares position as of Q1 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 19,961 Titan Medical Inc. Ordinary Shares shares in Q1 2023, an estimated $13.2K.
  • Valeo Financial Advisors first reported a position in Titan Medical Inc. Ordinary Shares in Q2 2018 and held it in 14 quarters.
  • Valeo Financial Advisors's Titan Medical Inc. Ordinary Shares position peaked at $106K in Q2 2019.
  • 12 funds tracked by Wall St. Rank held Titan Medical Inc. Ordinary Shares as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.