AAS
THER

Avantax Advisory Services’s THERATECHNOLOGIES INC COM THER Stock Holding History

Avantax Advisory Services’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
-14,000
Closed -$31K – 1421
2020
Q3 		$31K Buy
+14,000
New +$31K ﹤0.01% 1348

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

Avantax Advisory Services's THER Position: Q4 2020 in Review

Avantax Advisory Services sold out of THERATECHNOLOGIES INC COM (THER) in Q4 2020, closing a stake of 14,000 shares — an estimated $31K sold.

Avantax Advisory Services first reported a position in THER in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 37 funds tracked by Wall St. Rank hold THER as of Q4 2020.

  • Avantax Advisory Services reported no remaining THERATECHNOLOGIES INC COM position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 14,000 THERATECHNOLOGIES INC COM shares in Q4 2020, an estimated $31K.
  • Avantax Advisory Services first reported a position in THERATECHNOLOGIES INC COM in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's THERATECHNOLOGIES INC COM position peaked at $31K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.