SSWM
TRHC

Sheets Smith Wealth Management’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Sheets Smith Wealth Management’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
2018
Q4 		– Sell
-5,063
Closed -$411K – 331
2018
Q3 		$411K Buy
+5,063
New +$371K 0.09% 247

Other funds holding TRHC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Sheets Smith Wealth Management's TRHC Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q4 2018, closing a stake of 5,063 shares — an estimated $411K sold.

Sheets Smith Wealth Management first reported a position in TRHC in Q3 2018 and held it in 1 quarter. The position peaked at $411K in Q3 2018. 211 funds tracked by Wall St. Rank hold TRHC as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,063 Tabula Rasa HealthCare, Inc. Common Stock shares in Q4 2018, an estimated $411K.
  • Sheets Smith Wealth Management first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $411K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.