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Concord Wealth Partners’s Gentherm THRM Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-38
Closed -$3K – 1370
2022
Q1 		$3K Hold
38
– – ﹤0.01% 1041
2021
Q4 		$3K Sell
38
-4
-10% -$336 ﹤0.01% 1078
2021
Q3 		$3K Buy
42
+18
+75% +$1.43K ﹤0.01% 712
2021
Q2 		$2K Sell
24
-5
-17% -$365 ﹤0.01% 918
2021
Q1 		$2K Buy
+29
New +$2.06K ﹤0.01% 854

Other funds holding THRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concord Wealth Partners's THRM Position: Q2 2022 in Review

Concord Wealth Partners sold out of Gentherm (THRM) in Q2 2022, closing a stake of 38 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in THRM in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 231 funds tracked by Wall St. Rank hold THRM as of Q2 2022.

  • Concord Wealth Partners reported no remaining Gentherm position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 38 Gentherm shares in Q2 2022, an estimated $3K.
  • Concord Wealth Partners first reported a position in Gentherm in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Gentherm position peaked at $3K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Gentherm as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.