Concourse Financial Group Securities’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Concourse Financial Group Securities’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
2020 Q1	–	Sell	-42	Closed	-$2.27K	–	2351
2019 Q4	$2K	Buy	+42	New	+$1.97K	﹤0.01%	1949
2019 Q3	–	Sell	-64	Closed	-$3.66K	–	2215
2019 Q2	$3K	Buy	64 +24	+60%	+$1.19K	﹤0.01%	1940
2019 Q1	$2K	Sell	40 -43	-52%	-$2.56K	﹤0.01%	2086
2018 Q4	$5K	Sell	83 -35	-30%	-$2.48K	﹤0.01%	1689
2018 Q3	$10K	Buy	+118	New	+$8.64K	﹤0.01%	1120

Other funds holding TRHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Concourse Financial Group Securities's TRHC Position: Q1 2020 in Review

Concourse Financial Group Securities sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q1 2020, closing a stake of 42 shares — an estimated $2.27K sold.

Concourse Financial Group Securities first reported a position in TRHC in Q3 2018 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 176 funds tracked by Wall St. Rank hold TRHC as of Q1 2020.

Concourse Financial Group Securities reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 42 Tabula Rasa HealthCare, Inc. Common Stock shares in Q1 2020, an estimated $2.27K.
Concourse Financial Group Securities first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q3 2018 and held it in 5 quarters.
Concourse Financial Group Securities's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $10K in Q3 2018.
176 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q1 2020.

Based on Concourse Financial Group Securities's 13F filing for Q1 2020, filed 13 May 2020.