Carson Wealth (CWM LLC)’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Carson Wealth (CWM LLC)’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 Q2	$2K	Hold	35	–	–	﹤0.01%	2727
2021 Q1	$2K	Hold	35	–	–	﹤0.01%	2727
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	2726
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	2725
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	2724
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	2724
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	2722
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	2722
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	2721
2019 Q1	$2K	Buy	+35	New	+$2.09K	﹤0.01%	2717

Other funds holding TRHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TRHC Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Tabula Rasa HealthCare, Inc. Common Stock (TRHC) position steady in Q2 2021 at 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2727.

Carson Wealth (CWM LLC) first reported a position in TRHC in Q1 2019 and has held it in 10 quarters since. 163 funds tracked by Wall St. Rank hold TRHC as of Q2 2021.

Carson Wealth (CWM LLC) held 35 shares of Tabula Rasa HealthCare, Inc. Common Stock worth $2K as of Q2 2021.
Carson Wealth (CWM LLC) left its Tabula Rasa HealthCare, Inc. Common Stock share count unchanged in Q2 2021.
Tabula Rasa HealthCare, Inc. Common Stock made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2727 holding.
Carson Wealth (CWM LLC) first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q1 2019 and has held it in 10 quarters since.
163 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.