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Stratos Wealth Partners’s Gentherm THRM Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-61
Closed -$3K – 2339
2018
Q3 		$3K Buy
+61
New +$2.77K ﹤0.01% 2640
2018
Q2 		– Sell
-61
Closed -$2K – 2421
2018
Q1 		$2K Hold
61
– – ﹤0.01% 2899
2017
Q4 		$2K Buy
+61
New +$2.11K ﹤0.01% 2637

Other funds holding THRM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Stratos Wealth Partners's THRM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Gentherm (THRM) in Q4 2018, closing a stake of 61 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in THRM in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 212 funds tracked by Wall St. Rank hold THRM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Gentherm position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 61 Gentherm shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Gentherm in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Gentherm position peaked at $3K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Gentherm as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.