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Walter & Keenan Wealth Management’s Gentherm THRM Stock Holding History

Walter & Keenan Wealth Management’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
2019
Q1 		– Sell
-15,000
Closed -$600K – 164
2018
Q4 		$600K Hold
15,000
– – 0.27% 72
2018
Q3 		$682 Sell
15,000
-1,000
-6% -$45.4K 0.2% 77
2018
Q2 		$629K Buy
+16,000
New +$573K 0.27% 82

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walter & Keenan Wealth Management's THRM Position: Q1 2019 in Review

Walter & Keenan Wealth Management sold out of Gentherm (THRM) in Q1 2019, closing a stake of 15,000 shares — an estimated $600K sold.

Walter & Keenan Wealth Management first reported a position in THRM in Q2 2018 and held it in 3 quarters. The position peaked at $629K in Q2 2018. 208 funds tracked by Wall St. Rank hold THRM as of Q1 2019.

  • Walter & Keenan Wealth Management reported no remaining Gentherm position as of Q1 2019 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 15,000 Gentherm shares in Q1 2019, an estimated $600K.
  • Walter & Keenan Wealth Management first reported a position in Gentherm in Q2 2018 and held it in 3 quarters.
  • Walter & Keenan Wealth Management's Gentherm position peaked at $629K in Q2 2018.
  • 208 funds tracked by Wall St. Rank held Gentherm as of Q1 2019.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.