Cerity Partners
THER

Cerity Partners’s THERATECHNOLOGIES INC COM THER Stock Holding History

Cerity Partners’s Portfolio THER Stock Details THER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,947
Closed -$40K – 1549
2022
Q3 		$40K Hold
16,947
– – ﹤0.01% 1142
2022
Q2 		$38K Hold
16,947
– – ﹤0.01% 1158
2022
Q1 		$42K Hold
16,947
– – ﹤0.01% 921
2021
Q4 		$51K Buy
+16,947
New +$51K ﹤0.01% 1000

Other funds holding THER

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cerity Partners's THER Position: Q4 2022 in Review

Cerity Partners sold out of THERATECHNOLOGIES INC COM (THER) in Q4 2022, closing a stake of 16,947 shares — an estimated $40K sold.

Cerity Partners first reported a position in THER in Q4 2021 and held it in 4 quarters. The position peaked at $51K in Q4 2021. 36 funds tracked by Wall St. Rank hold THER as of Q4 2022.

  • Cerity Partners reported no remaining THERATECHNOLOGIES INC COM position as of Q4 2022 after selling out during the quarter.
  • Cerity Partners sold 16,947 THERATECHNOLOGIES INC COM shares in Q4 2022, an estimated $40K.
  • Cerity Partners first reported a position in THERATECHNOLOGIES INC COM in Q4 2021 and held it in 4 quarters.
  • Cerity Partners's THERATECHNOLOGIES INC COM position peaked at $51K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q4 2022.

Based on Cerity Partners's 13F filing for Q4 2022, filed 15 Feb 2023.