CPA
THR

Capital Performance Advisors’s Thermon Group Holdings THR Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-19
Closed -$567 – 2438
2024
Q3 		$567 Buy
+19
New +$573 ﹤0.01% 2193

Other funds holding THR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's THR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Thermon Group Holdings (THR) in Q4 2024, closing a stake of 19 shares — an estimated $567 sold.

Capital Performance Advisors first reported a position in THR in Q3 2024 and held it in 1 quarter. The position peaked at $567 in Q3 2024. 168 funds tracked by Wall St. Rank hold THR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Thermon Group Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 Thermon Group Holdings shares in Q4 2024, an estimated $567.
  • Capital Performance Advisors first reported a position in Thermon Group Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Thermon Group Holdings position peaked at $567 in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.