CWA
THR

CM Wealth Advisors’s Thermon Group Holdings THR Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-25,346
Closed -$529K – 404
2023
Q1 		$529K Buy
+25,346
New +$619K 0.1% 249

Other funds holding THR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CM Wealth Advisors's THR Position: Q2 2023 in Review

CM Wealth Advisors sold out of Thermon Group Holdings (THR) in Q2 2023, closing a stake of 25,346 shares — an estimated $529K sold.

CM Wealth Advisors first reported a position in THR in Q1 2023 and held it in 1 quarter. The position peaked at $529K in Q1 2023. 153 funds tracked by Wall St. Rank hold THR as of Q2 2023.

  • CM Wealth Advisors reported no remaining Thermon Group Holdings position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 25,346 Thermon Group Holdings shares in Q2 2023, an estimated $529K.
  • CM Wealth Advisors first reported a position in Thermon Group Holdings in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Thermon Group Holdings position peaked at $529K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.