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TFO Wealth Partners’s Gentherm THRM Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$58 – 672
2024
Q1 		$58 Hold
1
– – ﹤0.01% 707
2023
Q4 		$52 Sell
1
-3
-75% -$147 ﹤0.01% 864
2023
Q3 		$226 Buy
4
+3
+300% +$174 ﹤0.01% 759
2023
Q2 		$57 Hold
1
– – ﹤0.01% 751
2023
Q1 		$60 Sell
1
-14
-93% -$938 ﹤0.01% 723
2022
Q4 		$79 Buy
+15
New +$969 ﹤0.01% 817

Other funds holding THRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's THRM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Gentherm (THRM) in Q2 2024, closing a stake of 1 share — an estimated $58 sold.

TFO Wealth Partners first reported a position in THRM in Q4 2022 and held it in 6 quarters. The position peaked at $226 in Q3 2023. 236 funds tracked by Wall St. Rank hold THRM as of Q2 2024.

  • TFO Wealth Partners reported no remaining Gentherm position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Gentherm share in Q2 2024, an estimated $58.
  • TFO Wealth Partners first reported a position in Gentherm in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Gentherm position peaked at $226 in Q3 2023.
  • 236 funds tracked by Wall St. Rank held Gentherm as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.