First Trust Direct Indexing’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

First Trust Direct Indexing’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 Q1	–	Sell	-1,079	Closed	-$46K	–	1055
2020 Q4	$46K	Buy	+1,079	New	+$41K	0.01%	772

Other funds holding TRHC

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

GCM

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

FAM

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

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

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

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

First Trust Direct Indexing's TRHC Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q1 2021, closing a stake of 1,079 shares — an estimated $46K sold.

First Trust Direct Indexing first reported a position in TRHC in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 162 funds tracked by Wall St. Rank hold TRHC as of Q1 2021.

First Trust Direct Indexing reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 1,079 Tabula Rasa HealthCare, Inc. Common Stock shares in Q1 2021, an estimated $46K.
First Trust Direct Indexing first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $46K in Q4 2020.
162 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.