4WM
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4J Wealth Management’s Gentherm THRM Stock Holding History

4J Wealth Management’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,377
Closed -$238K – 86
2023
Q3 		$238K Hold
4,377
– – 0.24% 73
2023
Q2 		$247K Buy
+4,377
New +$252K 0.24% 73

Other funds holding THRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

4J Wealth Management's THRM Position: Q4 2023 in Review

4J Wealth Management sold out of Gentherm (THRM) in Q4 2023, closing a stake of 4,377 shares — an estimated $238K sold.

4J Wealth Management first reported a position in THRM in Q2 2023 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 229 funds tracked by Wall St. Rank hold THRM as of Q4 2023.

  • 4J Wealth Management reported no remaining Gentherm position as of Q4 2023 after selling out during the quarter.
  • 4J Wealth Management sold 4,377 Gentherm shares in Q4 2023, an estimated $238K.
  • 4J Wealth Management first reported a position in Gentherm in Q2 2023 and held it in 2 quarters.
  • 4J Wealth Management's Gentherm position peaked at $247K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held Gentherm as of Q4 2023.

Based on 4J Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.