GPFA
TRHC

Game Plan Financial Advisors’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Game Plan Financial Advisors’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
2020
Q3 		– Sell
-4,100
Closed -$224K – 78
2020
Q2 		$224K Sell
4,100
-1,250
-23% -$71.5K 0.32% 43
2020
Q1 		$277K Sell
5,350
-750
-12% -$40.6K 0.33% 57
2019
Q4 		$297K Buy
+6,100
New +$286K 0.28% 68

Other funds holding TRHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Game Plan Financial Advisors's TRHC Position: Q3 2020 in Review

Game Plan Financial Advisors sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q3 2020, closing a stake of 4,100 shares — an estimated $224K sold.

Game Plan Financial Advisors first reported a position in TRHC in Q4 2019 and held it in 3 quarters. The position peaked at $297K in Q4 2019. 160 funds tracked by Wall St. Rank hold TRHC as of Q3 2020.

  • Game Plan Financial Advisors reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Game Plan Financial Advisors sold 4,100 Tabula Rasa HealthCare, Inc. Common Stock shares in Q3 2020, an estimated $224K.
  • Game Plan Financial Advisors first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • Game Plan Financial Advisors's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $297K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q3 2020.

Based on Game Plan Financial Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.