VisionPoint Advisory Group’s Treace Medical Concepts TMCI Stock Holding History

VisionPoint Advisory Group’s Portfolio TMCI Stock Details TMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,347	Closed	-$31K	–	314
2024 Q3	$31K	Hold	5,347	–	–	0.01%	239
2024 Q2	$35.6K	Hold	5,347	–	–	0.01%	326
2024 Q1	$69.8K	Hold	5,347	–	–	0.03%	239
2023 Q4	$68.2K	Hold	5,347	–	–	0.03%	218
2023 Q3	$70.1K	Hold	5,347	–	–	0.03%	220
2023 Q2	$137K	Buy	+5,347	New	+$138K	0.06%	153
2022 Q3	–	Sell	-10,347	Closed	-$201K	–	106
2022 Q2	$201K	Hold	10,347	–	–	0.08%	96
2022 Q1	$141K	Sell	10,347 -4,250	-29%	-$82.6K	0.07%	89
2021 Q4	$270K	Sell	14,597 -13,100	-47%	-$270K	0.12%	87
2021 Q3	$660K	Buy	+27,697	New	+$762K	0.29%	59

Other funds holding TMCI

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VisionPoint Advisory Group's TMCI Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of Treace Medical Concepts (TMCI) in Q4 2024, closing a stake of 5,347 shares — an estimated $31K sold.

VisionPoint Advisory Group first reported a position in TMCI in Q3 2021 and held it in 10 quarters. The position peaked at $660K in Q3 2021. 135 funds tracked by Wall St. Rank hold TMCI as of Q4 2024.

VisionPoint Advisory Group reported no remaining Treace Medical Concepts position as of Q4 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 5,347 Treace Medical Concepts shares in Q4 2024, an estimated $31K.
VisionPoint Advisory Group first reported a position in Treace Medical Concepts in Q3 2021 and held it in 10 quarters.
VisionPoint Advisory Group's Treace Medical Concepts position peaked at $660K in Q3 2021.
135 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.