CASC
THR

Coppell Advisory Solutions Corp’s Thermon Group Holdings THR Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-35
Closed -$703 – 982
2022
Q4 		$703 Buy
+35
New +$650 ﹤0.01% 977

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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Coppell Advisory Solutions Corp's THR Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Thermon Group Holdings (THR) in Q1 2023, closing a stake of 35 shares — an estimated $703 sold.

Coppell Advisory Solutions Corp first reported a position in THR in Q4 2022 and held it in 1 quarter. The position peaked at $703 in Q4 2022. 154 funds tracked by Wall St. Rank hold THR as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Thermon Group Holdings position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 35 Thermon Group Holdings shares in Q1 2023, an estimated $703.
  • Coppell Advisory Solutions Corp first reported a position in Thermon Group Holdings in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Thermon Group Holdings position peaked at $703 in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.