Financial Consulate’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Financial Consulate’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
2021 Q3	–	Sell	-6,072	Closed	-$304K	–	138
2021 Q2	$304K	Hold	6,072	–	–	0.11%	94
2021 Q1	$280K	Buy	6,072 +72	+1%	+$3.44K	0.11%	90
2020 Q4	$257K	Hold	6,000	–	–	0.11%	90
2020 Q3	$245K	Hold	6,000	–	–	0.12%	83
2020 Q2	$328K	Hold	6,000	–	–	0.17%	70
2020 Q1	$314K	Hold	6,000	–	–	0.19%	66
2019 Q4	$292K	Hold	6,000	–	–	0.13%	80
2019 Q3	$330K	Hold	6,000	–	–	0.14%	78
2019 Q2	$300K	Hold	6,000	–	–	0.14%	79
2019 Q1	$339K	Hold	6,000	–	–	0.16%	81
2018 Q4	$383K	Hold	6,000	–	–	0.23%	70
2018 Q3	$487K	Hold	6,000	–	–	0.28%	68
2018 Q2	$383K	Sell	6,000 -2,295	-28%	-$113K	0.19%	78
2018 Q1	$322K	Hold	8,295	–	–	0.17%	82
2017 Q4	$233K	Hold	8,295	–	–	0.12%	88
2017 Q3	$222K	Buy	+8,295	New	+$158K	0.12%	88

Other funds holding TRHC

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Consulate's TRHC Position: Q3 2021 in Review

Financial Consulate sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q3 2021, closing a stake of 6,072 shares — an estimated $304K sold.

Financial Consulate first reported a position in TRHC in Q3 2017 and held it in 16 quarters. The position peaked at $487K in Q3 2018. 152 funds tracked by Wall St. Rank hold TRHC as of Q3 2021.

Financial Consulate reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Financial Consulate sold 6,072 Tabula Rasa HealthCare, Inc. Common Stock shares in Q3 2021, an estimated $304K.
Financial Consulate first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q3 2017 and held it in 16 quarters.
Financial Consulate's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $487K in Q3 2018.
152 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q3 2021.

Based on Financial Consulate's 13F filing for Q3 2021, filed 19 Oct 2021.