VFA
THER

Values First Advisors’s THERATECHNOLOGIES INC COM THER Stock Holding History

Values First Advisors’s Portfolio THER Stock Details THER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-156
Closed -$126 – 370
2023
Q1 		$126 Buy
+156
New +$126 ﹤0.01% 345

Other funds holding THER

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Values First Advisors's THER Position: Q2 2023 in Review

Values First Advisors sold out of THERATECHNOLOGIES INC COM (THER) in Q2 2023, closing a stake of 156 shares — an estimated $126 sold.

Values First Advisors first reported a position in THER in Q1 2023 and held it in 1 quarter. The position peaked at $126 in Q1 2023. 40 funds tracked by Wall St. Rank hold THER as of Q2 2023.

  • Values First Advisors reported no remaining THERATECHNOLOGIES INC COM position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 156 THERATECHNOLOGIES INC COM shares in Q2 2023, an estimated $126.
  • Values First Advisors first reported a position in THERATECHNOLOGIES INC COM in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's THERATECHNOLOGIES INC COM position peaked at $126 in Q1 2023.
  • 40 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.