APP
THR

Avantax Planning Partners’s Thermon Group Holdings THR Stock Holding History

Avantax Planning Partners’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-151
Closed -$4K – 1103
2018
Q3 		$4K Buy
+151
New +$3.81K ﹤0.01% 1195
2018
Q2 		– Sell
-202
Closed -$5K – 1354
2018
Q1 		$5K Buy
+202
New +$4.66K ﹤0.01% 1363

Other funds holding THR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's THR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Thermon Group Holdings (THR) in Q4 2018, closing a stake of 151 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in THR in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 107 funds tracked by Wall St. Rank hold THR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Thermon Group Holdings position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 151 Thermon Group Holdings shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Thermon Group Holdings in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Thermon Group Holdings position peaked at $5K in Q1 2018.
  • 107 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.