Sutton Wealth Advisors’s Gentherm THRM Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-845	Closed	-$55.2K	–	1495
2022 Q4	$55.2K	Hold	845	–	–	0.02%	364
2022 Q3	$42K	Buy	845 +5	+0.6%	+$303	0.02%	419
2022 Q2	$52.4K	Buy	840 +6	+0.7%	+$404	0.02%	369
2022 Q1	$60.9K	Sell	834 -8	-1%	-$666	0.02%	353
2021 Q4	$73.2K	Buy	842 +8	+1%	+$673	0.02%	315
2021 Q3	$67.5K	Hold	834	–	–	0.02%	321
2021 Q2	$59.3K	Hold	834	–	–	0.02%	362
2021 Q1	$61.8K	Hold	834	–	–	0.02%	340
2020 Q4	$54.4K	Hold	834	–	–	0.02%	335
2020 Q3	$34.1K	Hold	834	–	–	0.02%	398
2020 Q2	$32.4K	Hold	834	–	–	0.02%	409
2020 Q1	$26.2K	Hold	834	–	–	0.02%	401
2019 Q4	$37K	Hold	834	–	–	0.02%	395
2019 Q3	$34.3K	Hold	834	–	–	0.02%	408
2019 Q2	$34.9K	Hold	834	–	–	0.02%	407
2019 Q1	$30.7K	Hold	834	–	–	0.02%	434
2018 Q4	$33.3K	Hold	834	–	–	0.02%	365
2018 Q3	$37.9K	Hold	834	–	–	0.02%	356
2018 Q2	$32.8K	Hold	834	–	–	0.02%	402
2018 Q1	$28.3K	Hold	834	–	–	0.02%	437
2017 Q4	$26.5K	Hold	834	–	–	0.02%	453
2017 Q3	$31K	Hold	834	–	–	0.02%	394
2017 Q2	$32.4K	Hold	834	–	–	0.03%	364
2017 Q1	$32.7K	Hold	834	–	–	0.03%	357
2016 Q4	$28.2K	Buy	+834	New	+$26K	0.03%	386
2016 Q3	–	Sell	-627	Closed	-$21.5K	–	1063
2016 Q2	$21.5K	Buy	627 +194	+45%	+$7.37K	0.02%	431
2016 Q1	$18K	Buy	+433	New	+$17.5K	0.02%	467

Other funds holding THRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Sutton Wealth Advisors's THRM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Gentherm (THRM) in Q1 2023, closing a stake of 845 shares — an estimated $55.2K sold.

Sutton Wealth Advisors first reported a position in THRM in Q1 2016 and held it in 27 quarters. The position peaked at $73.2K in Q4 2021. 232 funds tracked by Wall St. Rank hold THRM as of Q1 2023.

Sutton Wealth Advisors reported no remaining Gentherm position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 845 Gentherm shares in Q1 2023, an estimated $55.2K.
Sutton Wealth Advisors first reported a position in Gentherm in Q1 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Gentherm position peaked at $73.2K in Q4 2021.
232 funds tracked by Wall St. Rank held Gentherm as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.