CWP
THR

Concord Wealth Partners’s Thermon Group Holdings THR Stock Holding History

Concord Wealth Partners’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
2021
Q1 		– Sell
-4
Closed – – 1059
2020
Q4 		$0 Buy
+4
New +$53 ﹤0.01% 690

Other funds holding THR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Concord Wealth Partners's THR Position: Q1 2021 in Review

Concord Wealth Partners sold out of Thermon Group Holdings (THR) in Q1 2021, closing a stake of 4 shares.

Concord Wealth Partners first reported a position in THR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 98 funds tracked by Wall St. Rank hold THR as of Q1 2021.

  • Concord Wealth Partners reported no remaining Thermon Group Holdings position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 4 Thermon Group Holdings shares in Q1 2021.
  • Concord Wealth Partners first reported a position in Thermon Group Holdings in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Thermon Group Holdings position peaked at $0 in Q4 2020.
  • 98 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.