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Cary Street Partners Investment Advisory’s Gentherm THRM Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-60
Closed -$3.26K – 1695
2023
Q3 		$3.26K Hold
60
– – ﹤0.01% 1586
2023
Q2 		$3.39K Hold
60
– – ﹤0.01% 1501
2023
Q1 		$3.63K Hold
60
– – ﹤0.01% 1393
2022
Q4 		$3.92K Buy
+60
New +$3.88K ﹤0.01% 1388

Other funds holding THRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cary Street Partners Investment Advisory's THRM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Gentherm (THRM) in Q4 2023, closing a stake of 60 shares — an estimated $3.26K sold.

Cary Street Partners Investment Advisory first reported a position in THRM in Q4 2022 and held it in 4 quarters. The position peaked at $3.92K in Q4 2022. 229 funds tracked by Wall St. Rank hold THRM as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Gentherm position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 60 Gentherm shares in Q4 2023, an estimated $3.26K.
  • Cary Street Partners Investment Advisory first reported a position in Gentherm in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Gentherm position peaked at $3.92K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Gentherm as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.