CAS
THR

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

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-16
Closed -$456 – 1709
2024
Q4 		$456 Hold
16
– – ﹤0.01% 1768
2024
Q3 		$478 Hold
16
– – ﹤0.01% 1663
2024
Q2 		$492 Buy
+16
New +$513 ﹤0.01% 1594
2023
Q4 		$521 Sell
16
-19
-54% -$566 ﹤0.01% 1511
2023
Q3 		$703 Buy
35
+19
+119% +$510 ﹤0.01% 973
2023
Q2 		$423 Buy
+16
New +$371 ﹤0.01% 1246
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

Coppell Advisory Solutions's THR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Thermon Group Holdings (THR) in Q1 2025, closing a stake of 16 shares — an estimated $456 sold.

Coppell Advisory Solutions first reported a position in THR in Q4 2022 and held it in 7 quarters. The position peaked at $703 in Q3 2023. 161 funds tracked by Wall St. Rank hold THR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Thermon Group Holdings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 16 Thermon Group Holdings shares in Q1 2025, an estimated $456.
  • Coppell Advisory Solutions first reported a position in Thermon Group Holdings in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Thermon Group Holdings position peaked at $703 in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.