SFS
TRHC

Sowell Financial Services’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Sowell Financial 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
Q2 		– Sell
-184
Closed -$8K – 2962
2021
Q1 		$8K Sell
184
-156
-46% -$7.44K ﹤0.01% 2429
2020
Q4 		$15K Buy
340
+4
+1% +$152 ﹤0.01% 1871
2020
Q3 		$14K Buy
336
+93
+38% +$4.63K ﹤0.01% 1713
2020
Q2 		$13K Buy
243
+35
+17% +$2K ﹤0.01% 1612
2020
Q1 		$11K Buy
208
+58
+39% +$3.14K ﹤0.01% 1595
2019
Q4 		$7K Hold
150
– – ﹤0.01% 1816
2019
Q3 		$8K Buy
+150
New +$8.59K ﹤0.01% 1618

Other funds holding TRHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return