OWM
THER

OneAscent Wealth Management’s THERATECHNOLOGIES INC COM THER Stock Holding History

OneAscent Wealth Management’s Portfolio THER Stock Details THER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,800
Closed -$48K – 153
2021
Q3 		$48K Buy
+12,800
New +$48K 0.05% 104
2021
Q1 		$53K Hold
13,750
– – 0.02% 219
2020
Q4 		$34K Buy
+13,750
New +$34K 0.02% 204

Other funds holding THER

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

OneAscent Wealth Management's THER Position: Q4 2021 in Review

OneAscent Wealth Management sold out of THERATECHNOLOGIES INC COM (THER) in Q4 2021, closing a stake of 12,800 shares — an estimated $48K sold.

OneAscent Wealth Management first reported a position in THER in Q4 2020 and held it in 3 quarters. The position peaked at $53K in Q1 2021. 44 funds tracked by Wall St. Rank hold THER as of Q4 2021.

  • OneAscent Wealth Management reported no remaining THERATECHNOLOGIES INC COM position as of Q4 2021 after selling out during the quarter.
  • OneAscent Wealth Management sold 12,800 THERATECHNOLOGIES INC COM shares in Q4 2021, an estimated $48K.
  • OneAscent Wealth Management first reported a position in THERATECHNOLOGIES INC COM in Q4 2020 and held it in 3 quarters.
  • OneAscent Wealth Management's THERATECHNOLOGIES INC COM position peaked at $53K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q4 2021.

Based on OneAscent Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.