Summit Securities Group’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Summit Securities Group’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
2023 Q4	–	Sell	-2,093	Closed	-$22K	–	982
2023 Q3	$22K	Buy	+2,093	New	+$19.9K	﹤0.01%	357

Other funds holding TRHC

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Securities Group's TRHC Position: Q4 2023 in Review

Summit Securities Group sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q4 2023, closing a stake of 2,093 shares — an estimated $22K sold.

Summit Securities Group first reported a position in TRHC in Q3 2023 and held it in 1 quarter. The position peaked at $22K in Q3 2023. 1 fund tracked by Wall St. Rank holds TRHC as of Q4 2023.

Summit Securities Group reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Summit Securities Group sold 2,093 Tabula Rasa HealthCare, Inc. Common Stock shares in Q4 2023, an estimated $22K.
Summit Securities Group first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Summit Securities Group's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $22K in Q3 2023.
1 fund tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.