OIA
THR

Optimum Investment Advisors’s Thermon Group Holdings THR Stock Holding History

Optimum Investment Advisors’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,000
Closed -$35K – 867
2021
Q3 		$35K Buy
+2,000
New +$33.3K 0.01% 520

Other funds holding THR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Optimum Investment Advisors's THR Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Thermon Group Holdings (THR) in Q4 2021, closing a stake of 2,000 shares — an estimated $35K sold.

Optimum Investment Advisors first reported a position in THR in Q3 2021 and held it in 1 quarter. The position peaked at $35K in Q3 2021. 107 funds tracked by Wall St. Rank hold THR as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Thermon Group Holdings position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 Thermon Group Holdings shares in Q4 2021, an estimated $35K.
  • Optimum Investment Advisors first reported a position in Thermon Group Holdings in Q3 2021 and held it in 1 quarter.
  • Optimum Investment Advisors's Thermon Group Holdings position peaked at $35K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.