WAM
TRHC

Wealthspire Advisors (Maryland)’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TRHC Stock Details TRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-35
Closed -$2K – 2214
2019
Q1 		$2K Sell
35
-6
-15% -$358 ﹤0.01% 2236
2018
Q4 		$3K Buy
41
+13
+46% +$921 ﹤0.01% 2013
2018
Q3 		$2K Buy
+28
New +$2.05K ﹤0.01% 2219

Other funds holding TRHC

BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q2 2019, closing a stake of 35 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TRHC in Q3 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 184 funds tracked by Wall St. Rank hold TRHC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 35 Tabula Rasa HealthCare, Inc. Common Stock shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Tabula Rasa HealthCare, Inc. Common Stock position peaked at $3K in Q4 2018.
  • 184 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q2 2019.

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