AWE
THR

Avidian Wealth Enterprises’s Thermon Group Holdings THR Stock Holding History

Avidian Wealth Enterprises’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
2019
Q4 		– Sell
-45,959
Closed -$1.06M – 238
2019
Q3 		$1.06M Hold
45,959
– – 0.17% 55
2019
Q2 		$1.18M Hold
45,959
– – 0.28% 33
2019
Q1 		$1.13M Hold
45,959
– – 0.25% 40
2018
Q4 		$932K Buy
+45,959
New +$1.04M 0.33% 34

Other funds holding THR

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avidian Wealth Enterprises's THR Position: Q4 2019 in Review

Avidian Wealth Enterprises sold out of Thermon Group Holdings (THR) in Q4 2019, closing a stake of 45,959 shares — an estimated $1.06M sold.

Avidian Wealth Enterprises first reported a position in THR in Q4 2018 and held it in 4 quarters. The position peaked at $1.18M in Q2 2019. 129 funds tracked by Wall St. Rank hold THR as of Q4 2019.

  • Avidian Wealth Enterprises reported no remaining Thermon Group Holdings position as of Q4 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 45,959 Thermon Group Holdings shares in Q4 2019, an estimated $1.06M.
  • Avidian Wealth Enterprises first reported a position in Thermon Group Holdings in Q4 2018 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Thermon Group Holdings position peaked at $1.18M in Q2 2019.
  • 129 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q4 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2019, filed 13 Feb 2020.