Sutton Wealth Advisors’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Sutton Wealth Advisors’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
2022 Q1	–	Sell	-9	Closed	-$135	–	1740
2021 Q4	$135	Buy	+9	New	+$164	﹤0.01%	1655
2021 Q3	–	Sell	-283	Closed	-$14.2K	–	1340
2021 Q2	$14.2K	Sell	283 -1	-0.4%	-$45	0.01%	802
2021 Q1	$13.1K	Buy	284 +55	+24%	+$2.63K	0.01%	793
2020 Q4	$9.81K	Buy	229 +99	+76%	+$3.76K	﹤0.01%	814
2020 Q3	$5.3K	Sell	130 -170	-57%	-$8.47K	﹤0.01%	912
2020 Q2	$16.4K	Hold	300	–	–	0.01%	597
2020 Q1	$15.7K	Buy	300 +162	+117%	+$8.77K	0.01%	539
2019 Q4	$6.72K	Sell	138 -155	-53%	-$7.26K	﹤0.01%	900
2019 Q3	$16.1K	Hold	293	–	–	0.01%	653
2019 Q2	$14.6K	Buy	293 +116	+66%	+$5.77K	0.01%	670
2019 Q1	$9.99K	Sell	177 -129	-42%	-$7.69K	0.01%	780
2018 Q4	$19.5K	Buy	306 +129	+73%	+$9.13K	0.01%	532
2018 Q3	$14.4K	Hold	177	–	–	0.01%	694
2018 Q2	$11.3K	Buy	+177	New	+$8.68K	0.01%	806

Other funds holding TRHC

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's TRHC Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q1 2022, closing a stake of 9 shares — an estimated $135 sold.

Sutton Wealth Advisors first reported a position in TRHC in Q2 2018 and held it in 14 quarters. The position peaked at $19.5K in Q4 2018. 139 funds tracked by Wall St. Rank hold TRHC as of Q1 2022.

Sutton Wealth Advisors reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 9 Tabula Rasa HealthCare, Inc. Common Stock shares in Q1 2022, an estimated $135.
Sutton Wealth Advisors first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q2 2018 and held it in 14 quarters.
Sutton Wealth Advisors's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $19.5K in Q4 2018.
139 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.