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Toth Financial Advisory’s Gentherm THRM Stock Holding History

Toth Financial Advisory’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
2021
Q4 		– Sell
-3,525
Closed -$285K – 820
2021
Q3 		$285K Buy
+3,525
New +$279K 0.04% 174
2019
Q4 		– Sell
-5,150
Closed -$212K – 525
2019
Q3 		$212K Buy
+5,150
New +$203K 0.05% 172

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Toth Financial Advisory's THRM Position: Q4 2021 in Review

Toth Financial Advisory sold out of Gentherm (THRM) in Q4 2021, closing a stake of 3,525 shares — an estimated $285K sold.

Toth Financial Advisory first reported a position in THRM in Q3 2019 and held it in 2 quarters. The position peaked at $285K in Q3 2021. 255 funds tracked by Wall St. Rank hold THRM as of Q4 2021.

  • Toth Financial Advisory reported no remaining Gentherm position as of Q4 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 3,525 Gentherm shares in Q4 2021, an estimated $285K.
  • Toth Financial Advisory first reported a position in Gentherm in Q3 2019 and held it in 2 quarters.
  • Toth Financial Advisory's Gentherm position peaked at $285K in Q3 2021.
  • 255 funds tracked by Wall St. Rank held Gentherm as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.