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WR Wealth Planners’s Transmedics TMDX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$8.11K Hold
130
– – ﹤0.01% 625
2024
Q3 		$20.4K Hold
130
– – 0.01% 477
2024
Q2 		$19.6K Buy
+130
New +$15.6K 0.01% 449
2023
Q2 		– Sell
-100
Closed -$7.57K – 975
2023
Q1 		$7.57K Buy
+100
New +$6.92K ﹤0.01% 616

Other funds holding TMDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's TMDX Position: Q4 2024 in Review

WR Wealth Planners held its Transmedics (TMDX) position steady in Q4 2024 at 130 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

WR Wealth Planners first reported a position in TMDX in Q1 2023 and has held it in 4 quarters since. The position peaked at $20.4K in Q3 2024. 314 funds tracked by Wall St. Rank hold TMDX as of Q4 2024.

  • WR Wealth Planners held 130 shares of Transmedics worth $8.11K as of Q4 2024.
  • WR Wealth Planners left its Transmedics share count unchanged in Q4 2024.
  • Transmedics made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #625 holding.
  • WR Wealth Planners first reported a position in Transmedics in Q1 2023 and has held it in 4 quarters since.
  • WR Wealth Planners's Transmedics position peaked at $20.4K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Transmedics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.