TCI Wealth Advisors’s Gentherm THRM Stock Holding History

TCI 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 Q2	–	Sell	-62	Closed	-$3.75K	–	2040
2023 Q1	$3.75K	Hold	62	–	–	﹤0.01%	1727
2022 Q4	$4.05K	Buy	62 +60	+3,000%	+$3.88K	﹤0.01%	1668
2022 Q3	$0	Buy	+2	New	+$121	﹤0.01%	2581
2022 Q2	–	Sell	-168	Closed	-$12K	–	2509
2022 Q1	$12K	Buy	168 +102	+155%	+$8.49K	﹤0.01%	1005
2021 Q4	$6K	Hold	66	–	–	﹤0.01%	1577
2021 Q3	$5K	Buy	+66	New	+$5.22K	﹤0.01%	1657
2018 Q4	–	Sell	-16	Closed	-$1K	–	1649
2018 Q3	$1K	Sell	16 -32	-67%	-$1.45K	﹤0.01%	1332
2018 Q2	$2K	Buy	+48	New	+$1.72K	﹤0.01%	1147
2016 Q4	–	Sell	-30	Closed	-$1K	–	1449
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	1221
2016 Q2	$1K	Buy	+30	New	+$1.14K	﹤0.01%	1155

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

TCI Wealth Advisors's THRM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Gentherm (THRM) in Q2 2023, closing a stake of 62 shares — an estimated $3.75K sold.

TCI Wealth Advisors first reported a position in THRM in Q2 2016 and held it in 10 quarters. The position peaked at $12K in Q1 2022. 221 funds tracked by Wall St. Rank hold THRM as of Q2 2023.

TCI Wealth Advisors reported no remaining Gentherm position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 62 Gentherm shares in Q2 2023, an estimated $3.75K.
TCI Wealth Advisors first reported a position in Gentherm in Q2 2016 and held it in 10 quarters.
TCI Wealth Advisors's Gentherm position peaked at $12K in Q1 2022.
221 funds tracked by Wall St. Rank held Gentherm as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.