Wealthcare Advisory Partners’s Transmedics TMDX Stock Holding History

Wealthcare Advisory Partners’s Portfolio TMDX Stock Details TMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,144	Closed	-$432K	–	743
2023 Q2	$432K	Buy	5,144 +25	+0.5%	+$1.91K	0.02%	476
2023 Q1	$388K	Buy	5,119 +183	+4%	+$12.7K	0.02%	519
2022 Q4	$305K	Buy	+4,936	New	+$262K	0.01%	533

Other funds holding TMDX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Wealthcare Advisory Partners's TMDX Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Transmedics (TMDX) in Q3 2023, closing a stake of 5,144 shares — an estimated $432K sold.

Wealthcare Advisory Partners first reported a position in TMDX in Q4 2022 and held it in 3 quarters. The position peaked at $432K in Q2 2023. 221 funds tracked by Wall St. Rank hold TMDX as of Q3 2023.

Wealthcare Advisory Partners reported no remaining Transmedics position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,144 Transmedics shares in Q3 2023, an estimated $432K.
Wealthcare Advisory Partners first reported a position in Transmedics in Q4 2022 and held it in 3 quarters.
Wealthcare Advisory Partners's Transmedics position peaked at $432K in Q2 2023.
221 funds tracked by Wall St. Rank held Transmedics as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.