PWPS
TRHC

Pinnacle Wealth Planning Services’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-86
Closed -$4K – 2116
2020
Q4 		$4K Buy
+86
New +$3.26K ﹤0.01% 1776

Other funds holding TRHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRHC Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q1 2021, closing a stake of 86 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in TRHC in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 162 funds tracked by Wall St. Rank hold TRHC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 86 Tabula Rasa HealthCare, Inc. Common Stock shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $4K in Q4 2020.
  • 162 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.