Patriot Financial Group Insurance Agency’s Gentherm THRM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-105	Closed	-$7K	–	1807
2022 Q2	$7K	Sell	105 -20	-16%	-$1.35K	﹤0.01%	1394
2022 Q1	$9K	Buy	125 +1	+0.8%	+$83	﹤0.01%	1416
2021 Q4	$11K	Hold	124	–	–	﹤0.01%	1468
2021 Q3	$10K	Buy	124 +18	+17%	+$1.43K	﹤0.01%	1496
2021 Q2	$8K	Hold	106	–	–	﹤0.01%	1528
2021 Q1	$8K	Hold	106	–	–	﹤0.01%	1440
2020 Q4	$7K	Hold	106	–	–	﹤0.01%	1340
2020 Q3	$4K	Hold	106	–	–	﹤0.01%	1320
2020 Q2	$4K	Sell	106 -1	-0.9%	-$38	﹤0.01%	1266
2020 Q1	$3K	Buy	+107	New	+$4.57K	﹤0.01%	1251

Other funds holding THRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Patriot Financial Group Insurance Agency's THRM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Gentherm (THRM) in Q3 2022, closing a stake of 105 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in THRM in Q1 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 215 funds tracked by Wall St. Rank hold THRM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Gentherm position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 105 Gentherm shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Gentherm in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Gentherm position peaked at $11K in Q4 2021.
215 funds tracked by Wall St. Rank held Gentherm as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.