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Institute for Wealth Management’s TherapeuticsMD TXMD Stock Holding History

Institute for Wealth Management’s Portfolio TXMD Stock Details TXMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-264
Closed -$79K – 389
2017
Q4 		$79K Buy
+264
New +$73.5K 0.02% 377

Other funds holding TXMD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Institute for Wealth Management's TXMD Position: Q1 2018 in Review

Institute for Wealth Management sold out of TherapeuticsMD (TXMD) in Q1 2018, closing a stake of 264 shares — an estimated $79K sold.

Institute for Wealth Management first reported a position in TXMD in Q4 2017 and held it in 1 quarter. The position peaked at $79K in Q4 2017. 143 funds tracked by Wall St. Rank hold TXMD as of Q1 2018.

  • Institute for Wealth Management reported no remaining TherapeuticsMD position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 264 TherapeuticsMD shares in Q1 2018, an estimated $79K.
  • Institute for Wealth Management first reported a position in TherapeuticsMD in Q4 2017 and held it in 1 quarter.
  • Institute for Wealth Management's TherapeuticsMD position peaked at $79K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held TherapeuticsMD as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.