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Milestone Investment Advisors’s Gentherm THRM Stock Holding History

Milestone Investment 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
Q4 		– Sell
-24
Closed -$1.3K – 408
2023
Q3 		$1.3K Buy
+24
New +$1.39K ﹤0.01% 415
2023
Q2 		– Sell
-24
Closed -$1.45K – 405
2023
Q1 		$1.45K Buy
+24
New +$1.61K ﹤0.01% 414

Other funds holding THRM

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Milestone Investment Advisors's THRM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Gentherm (THRM) in Q4 2023, closing a stake of 24 shares — an estimated $1.3K sold.

Milestone Investment Advisors first reported a position in THRM in Q1 2023 and held it in 2 quarters. The position peaked at $1.45K in Q1 2023. 229 funds tracked by Wall St. Rank hold THRM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Gentherm position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 24 Gentherm shares in Q4 2023, an estimated $1.3K.
  • Milestone Investment Advisors first reported a position in Gentherm in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Gentherm position peaked at $1.45K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Gentherm as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.