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Wealthspire Advisors (Maryland)’s Gentherm THRM Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-67
Closed -$2K – 1873
2019
Q1 		$2K Hold
67
– – ﹤0.01% 2205
2018
Q4 		$3K Sell
67
-22
-25% -$931 ﹤0.01% 1994
2018
Q3 		$4K Buy
89
+22
+33% +$999 ﹤0.01% 1936
2018
Q2 		$3K Buy
67
+23
+52% +$824 ﹤0.01% 2051
2018
Q1 		$1K Buy
44
+3
+7% +$97 ﹤0.01% 2403
2017
Q4 		$1K Sell
41
-41
-50% -$1.42K ﹤0.01% 2342
2017
Q3 		$3K Hold
82
– – ﹤0.01% 1924
2017
Q2 		$3K Buy
+82
New +$3.06K ﹤0.01% 1918

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s THRM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Gentherm (THRM) in Q2 2019, closing a stake of 67 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in THRM in Q2 2017 and held it in 8 quarters. The position peaked at $4K in Q3 2018. 196 funds tracked by Wall St. Rank hold THRM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Gentherm position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 67 Gentherm shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Gentherm in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Gentherm position peaked at $4K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Gentherm as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.