CWA
TRHC

CM Wealth Advisors’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

CM Wealth Advisors’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
2023
Q2 		– Sell
-37,166
Closed -$195K – 459
2023
Q1 		$195K Buy
+37,166
New +$213K 0.04% 374

Other funds holding TRHC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CM Wealth Advisors sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q2 2023, closing a stake of 37,166 shares — an estimated $195K sold.

CM Wealth Advisors first reported a position in TRHC in Q1 2023 and held it in 1 quarter. The position peaked at $195K in Q1 2023. 81 funds tracked by Wall St. Rank hold TRHC as of Q2 2023.

  • CM Wealth Advisors reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 37,166 Tabula Rasa HealthCare, Inc. Common Stock shares in Q2 2023, an estimated $195K.
  • CM Wealth Advisors first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $195K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q2 2023.

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