AWM
THER

AE Wealth Management’s THERATECHNOLOGIES INC COM THER Stock Holding History

AE Wealth Management’s Portfolio THER Stock Details THER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-25,261
Closed -$56K – 1476
2020
Q3 		$56K Sell
25,261
-4,381
-15% -$9.71K ﹤0.01% 1233
2020
Q2 		$60K Buy
29,642
+214
+0.7% +$433 ﹤0.01% 1213
2020
Q1 		$47K Sell
29,428
-2,634
-8% -$4.21K ﹤0.01% 1070
2019
Q4 		$106K Buy
+32,062
New +$106K ﹤0.01% 1088

Other funds holding THER

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's THER Position: Q4 2020 in Review

AE Wealth Management sold out of THERATECHNOLOGIES INC COM (THER) in Q4 2020, closing a stake of 25,261 shares — an estimated $56K sold.

AE Wealth Management first reported a position in THER in Q4 2019 and held it in 4 quarters. The position peaked at $106K in Q4 2019. 37 funds tracked by Wall St. Rank hold THER as of Q4 2020.

  • AE Wealth Management reported no remaining THERATECHNOLOGIES INC COM position as of Q4 2020 after selling out during the quarter.
  • AE Wealth Management sold 25,261 THERATECHNOLOGIES INC COM shares in Q4 2020, an estimated $56K.
  • AE Wealth Management first reported a position in THERATECHNOLOGIES INC COM in Q4 2019 and held it in 4 quarters.
  • AE Wealth Management's THERATECHNOLOGIES INC COM position peaked at $106K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.