Creative Financial Designs’s THERATECHNOLOGIES INC COM THER Stock Holding History

Creative Financial Designs’s Portfolio THER Stock Details THER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-98,019	Closed	-$82.5K	–	1562
2023 Q2	$82.5K	Hold	98,019	–	–	0.01%	527
2023 Q1	$79.4K	Buy	98,019 +2,750	+3%	+$2.23K	0.01%	503
2022 Q4	$84.1K	Hold	95,269	–	–	0.01%	475
2022 Q3	$226K	Buy	95,269 +50,634	+113%	+$120K	0.04%	274
2022 Q2	$101K	Buy	+44,635	New	+$101K	0.02%	438
2022 Q1	–	Sell	-143,712	Closed	-$435K	–	1361
2021 Q4	$435K	Buy	143,712 +18,099	+14%	+$54.8K	0.07%	206
2021 Q3	$471K	Buy	125,613 +16,270	+15%	+$61K	0.08%	187
2021 Q2	$424K	Buy	109,343 +10,085	+10%	+$39.1K	0.07%	198
2021 Q1	$384K	Buy	+99,258	New	+$384K	0.08%	195

Other funds holding THER

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Creative Financial Designs's THER Position: Q3 2023 in Review

Creative Financial Designs sold out of THERATECHNOLOGIES INC COM (THER) in Q3 2023, closing a stake of 98,019 shares — an estimated $82.5K sold.

Creative Financial Designs first reported a position in THER in Q1 2021 and held it in 9 quarters. The position peaked at $471K in Q3 2021. 2 funds tracked by Wall St. Rank hold THER as of Q3 2023.

Creative Financial Designs reported no remaining THERATECHNOLOGIES INC COM position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 98,019 THERATECHNOLOGIES INC COM shares in Q3 2023, an estimated $82.5K.
Creative Financial Designs first reported a position in THERATECHNOLOGIES INC COM in Q1 2021 and held it in 9 quarters.
Creative Financial Designs's THERATECHNOLOGIES INC COM position peaked at $471K in Q3 2021.
2 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.