OPS
TRHC

Orion Portfolio Solutions’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-533
Closed -$29K – 2195
2020
Q2 		$29K Sell
533
-270
-34% -$15.4K ﹤0.01% 852
2020
Q1 		$42K Sell
803
-8
-1% -$433 ﹤0.01% 631
2019
Q4 		$39K Buy
+811
New +$38K ﹤0.01% 609

Other funds holding TRHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Orion Portfolio Solutions's TRHC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q3 2020, closing a stake of 533 shares — an estimated $29K sold.

Orion Portfolio Solutions first reported a position in TRHC in Q4 2019 and held it in 3 quarters. The position peaked at $42K in Q1 2020. 160 funds tracked by Wall St. Rank hold TRHC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 533 Tabula Rasa HealthCare, Inc. Common Stock shares in Q3 2020, an estimated $29K.
  • Orion Portfolio Solutions first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $42K in Q1 2020.
  • 160 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.