BCWM
TRHC

Bartlett & Co Wealth Management’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-32
Closed -$1.37K – 1209
2020
Q4 		$1.37K Buy
+32
New +$1.22K ﹤0.01% 985

Other funds holding TRHC

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's TRHC Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q1 2021, closing a stake of 32 shares — an estimated $1.37K sold.

Bartlett & Co Wealth Management first reported a position in TRHC in Q4 2020 and held it in 1 quarter. The position peaked at $1.37K in Q4 2020. 162 funds tracked by Wall St. Rank hold TRHC as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 32 Tabula Rasa HealthCare, Inc. Common Stock shares in Q1 2021, an estimated $1.37K.
  • Bartlett & Co Wealth Management first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $1.37K in Q4 2020.
  • 162 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.