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

LPL Financial’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	-4,263	Closed	-$213K	–	4447
2021 Q2	$213K	Buy	+4,263	New	+$191K	﹤0.01%	3864
2019 Q1	–	Sell	-6,105	Closed	-$389K	–	3254
2018 Q4	$389K	Buy	6,105 +1,968	+48%	+$139K	﹤0.01%	2255
2018 Q3	$336K	Buy	4,137 +644	+18%	+$47.2K	﹤0.01%	2583
2018 Q2	$223K	Buy	+3,493	New	+$171K	﹤0.01%	2905

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

LPL Financial's TRHC Position: Q3 2021 in Review

LPL Financial sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q3 2021, closing a stake of 4,263 shares — an estimated $213K sold.

LPL Financial first reported a position in TRHC in Q2 2018 and held it in 4 quarters. The position peaked at $389K in Q4 2018. 152 funds tracked by Wall St. Rank hold TRHC as of Q3 2021.

LPL Financial reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
LPL Financial sold 4,263 Tabula Rasa HealthCare, Inc. Common Stock shares in Q3 2021, an estimated $213K.
LPL Financial first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q2 2018 and held it in 4 quarters.
LPL Financial's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $389K in Q4 2018.
152 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.