JP Morgan Private Wealth Advisors’s Gentherm THRM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio THRM Stock Details THRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,312	Closed	-$357K	–	1785
2023 Q2	$357K	Sell	6,312 -190	-3%	-$10.9K	﹤0.01%	1168
2023 Q1	$393K	Buy	6,502 +366	+6%	+$24.5K	﹤0.01%	1569
2022 Q4	$401K	Buy	6,136 +485	+9%	+$31.3K	﹤0.01%	1555
2022 Q3	$281K	Buy	5,651 +554	+11%	+$33.5K	﹤0.01%	1677
2022 Q2	$318K	Buy	5,097 +79	+2%	+$5.32K	﹤0.01%	1619
2022 Q1	$367K	Buy	5,018 +757	+18%	+$63K	﹤0.01%	1668
2021 Q4	$370K	Sell	4,261 -656	-13%	-$55.2K	﹤0.01%	1661
2021 Q3	$398K	Buy	4,917 +2,005	+69%	+$159K	﹤0.01%	1591
2021 Q2	$207K	Buy	+2,912	New	+$212K	﹤0.01%	1827

Other funds holding THRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's THRM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Gentherm (THRM) in Q3 2023, closing a stake of 6,312 shares — an estimated $357K sold.

JP Morgan Private Wealth Advisors first reported a position in THRM in Q2 2021 and held it in 9 quarters. The position peaked at $401K in Q4 2022. 227 funds tracked by Wall St. Rank hold THRM as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Gentherm position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,312 Gentherm shares in Q3 2023, an estimated $357K.
JP Morgan Private Wealth Advisors first reported a position in Gentherm in Q2 2021 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Gentherm position peaked at $401K in Q4 2022.
227 funds tracked by Wall St. Rank held Gentherm as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.