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	–	2956
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Sowell Financial Services's TRHC Position: Q2 2021 in Review

Sowell Financial Services sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q2 2021, closing a stake of 184 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in TRHC in Q3 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2020. 163 funds tracked by Wall St. Rank hold TRHC as of Q2 2021.

Sowell Financial Services reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 184 Tabula Rasa HealthCare, Inc. Common Stock shares in Q2 2021, an estimated $8K.
Sowell Financial Services first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $15K in Q4 2020.
163 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.