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Ropes Wealth Advisors’s Gentherm THRM Stock Holding History

Ropes Wealth Advisors’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
2018
Q1 		– Sell
-74
Closed -$2K – 734
2017
Q4 		$2K Hold
74
– – ﹤0.01% 732
2017
Q3 		$3K Buy
+74
New +$2.53K ﹤0.01% 655

Other funds holding THRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's THRM Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Gentherm (THRM) in Q1 2018, closing a stake of 74 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in THRM in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 177 funds tracked by Wall St. Rank hold THRM as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Gentherm position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 74 Gentherm shares in Q1 2018, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Gentherm in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Gentherm position peaked at $3K in Q3 2017.
  • 177 funds tracked by Wall St. Rank held Gentherm as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.