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TFC Financial Management’s Definitive Healthcare DH Stock Holding History

TFC Financial Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32
Closed -$352 – 681
2023
Q2 		$352 Buy
+32
New +$329 ﹤0.01% 625

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFC Financial Management's DH Position: Q3 2023 in Review

TFC Financial Management sold out of Definitive Healthcare (DH) in Q3 2023, closing a stake of 32 shares — an estimated $352 sold.

TFC Financial Management first reported a position in DH in Q2 2023 and held it in 1 quarter. The position peaked at $352 in Q2 2023. 134 funds tracked by Wall St. Rank hold DH as of Q3 2023.

  • TFC Financial Management reported no remaining Definitive Healthcare position as of Q3 2023 after selling out during the quarter.
  • TFC Financial Management sold 32 Definitive Healthcare shares in Q3 2023, an estimated $352.
  • TFC Financial Management first reported a position in Definitive Healthcare in Q2 2023 and held it in 1 quarter.
  • TFC Financial Management's Definitive Healthcare position peaked at $352 in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2023.

Based on TFC Financial Management's 13F filing for Q3 2023, filed 23 Oct 2023.