CWC
THR

Carolinas Wealth Consulting’s Thermon Group Holdings THR Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-84
Closed -$1K – 1025
2020
Q3 		$1K Buy
+84
New +$1.11K ﹤0.01% 888

Other funds holding THR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Carolinas Wealth Consulting's THR Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Thermon Group Holdings (THR) in Q4 2020, closing a stake of 84 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in THR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 98 funds tracked by Wall St. Rank hold THR as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Thermon Group Holdings position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 84 Thermon Group Holdings shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Thermon Group Holdings in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Thermon Group Holdings position peaked at $1K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.