Wipfli Financial Advisors’s Merit Medical Systems MMSI Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$40K	Buy	+709	New	+$40.8K	﹤0.01%	1213

Other funds holding MMSI

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Wipfli Financial Advisors's MMSI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Merit Medical Systems (MMSI) in Q3 2022: 709 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings.

242 funds tracked by Wall St. Rank hold MMSI as of Q3 2022.

Wipfli Financial Advisors held 709 shares of Merit Medical Systems worth $40K as of Q3 2022.
Merit Medical Systems was a new Wipfli Financial Advisors position in Q3 2022.
Merit Medical Systems made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1213 holding.
242 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.