Cyndeo Wealth Partners’s THERATECHNOLOGIES INC COM THER Stock Holding History

Cyndeo Wealth Partners’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	-416,484	Closed	-$350K	–	354
2023 Q2	$350K	Hold	416,484	–	–	0.04%	248
2023 Q1	$337K	Hold	416,484	–	–	0.04%	251
2022 Q4	$368K	Buy	+416,484	New	+$368K	0.04%	240

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

Cyndeo Wealth Partners's THER Position: Q3 2023 in Review

Cyndeo Wealth Partners sold out of THERATECHNOLOGIES INC COM (THER) in Q3 2023, closing a stake of 416,484 shares — an estimated $350K sold.

Cyndeo Wealth Partners first reported a position in THER in Q4 2022 and held it in 3 quarters. The position peaked at $368K in Q4 2022. 2 funds tracked by Wall St. Rank hold THER as of Q3 2023.

Cyndeo Wealth Partners reported no remaining THERATECHNOLOGIES INC COM position as of Q3 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 416,484 THERATECHNOLOGIES INC COM shares in Q3 2023, an estimated $350K.
Cyndeo Wealth Partners first reported a position in THERATECHNOLOGIES INC COM in Q4 2022 and held it in 3 quarters.
Cyndeo Wealth Partners's THERATECHNOLOGIES INC COM position peaked at $368K in Q4 2022.
2 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q3 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.