MBFW
TRHC

Morton Brown Family Wealth’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Morton Brown Family Wealth’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
2022
Q2 		– Sell
-8,382
Closed -$48K – 310
2022
Q1 		$48K Hold
8,382
– – 0.04% 70
2021
Q4 		$126K Buy
+8,382
New +$153K 0.1% 53

Other funds holding TRHC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morton Brown Family Wealth's TRHC Position: Q2 2022 in Review

Morton Brown Family Wealth sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q2 2022, closing a stake of 8,382 shares — an estimated $48K sold.

Morton Brown Family Wealth first reported a position in TRHC in Q4 2021 and held it in 2 quarters. The position peaked at $126K in Q4 2021. 96 funds tracked by Wall St. Rank hold TRHC as of Q2 2022.

  • Morton Brown Family Wealth reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 8,382 Tabula Rasa HealthCare, Inc. Common Stock shares in Q2 2022, an estimated $48K.
  • Morton Brown Family Wealth first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Morton Brown Family Wealth's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $126K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q2 2022.

Based on Morton Brown Family Wealth's 13F filing for Q2 2022, filed 21 Jul 2022.