Arkadios Wealth Advisors’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Arkadios Wealth Advisors’s Portfolio TRHC Stock Details TRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5	Closed	–	–	1877
2021 Q3	$0	Sell	5 -2	-29%	-$74	﹤0.01%	2103
2021 Q2	$0	Hold	7	–	–	﹤0.01%	2060
2021 Q1	$0	Hold	7	–	–	﹤0.01%	1772
2020 Q4	$0	Buy	+7	New	+$266	﹤0.01%	1503

Other funds holding TRHC

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LOAMS

Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $2.63B AUM 31.52% 1-Year Est. Return

Arkadios Wealth Advisors's TRHC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q4 2021, closing a stake of 5 shares.

Arkadios Wealth Advisors first reported a position in TRHC in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 138 funds tracked by Wall St. Rank hold TRHC as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 5 Tabula Rasa HealthCare, Inc. Common Stock shares in Q4 2021.
Arkadios Wealth Advisors first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $0 in Q3 2021.
138 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.