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WESPAC Advisors SoCal’s Gentherm THRM Stock Holding History

WESPAC Advisors SoCal’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
2018
Q4 		– Sell
-200
Closed -$9K – 369
2018
Q3 		$9K Buy
+200
New +$9.08K ﹤0.01% 247
2018
Q2 		– Sell
-200
Closed -$6K – 235
2018
Q1 		$6K Hold
200
– – ﹤0.01% 215
2017
Q4 		$6K Hold
200
– – ﹤0.01% 210
2017
Q3 		$7K Hold
200
– – ﹤0.01% 214
2017
Q2 		$7K Hold
200
– – ﹤0.01% 201
2017
Q1 		$7.85K Hold
200
– – ﹤0.01% 197
2016
Q4 		$6.77K Hold
200
– – ﹤0.01% 203
2016
Q3 		$6.28K Buy
+200
New +$6.61K ﹤0.01% 215
2016
Q2 		– Sell
-200
Closed -$8.32K – 305
2016
Q1 		$8.32K Hold
200
– – 0.01% 216
2015
Q4 		$9K Buy
+200
New +$9.59K 0.01% 201

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WESPAC Advisors SoCal's THRM Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of Gentherm (THRM) in Q4 2018, closing a stake of 200 shares — an estimated $9K sold.

WESPAC Advisors SoCal first reported a position in THRM in Q4 2015 and held it in 10 quarters. The position peaked at $9K in Q3 2018. 212 funds tracked by Wall St. Rank hold THRM as of Q4 2018.

  • WESPAC Advisors SoCal reported no remaining Gentherm position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 Gentherm shares in Q4 2018, an estimated $9K.
  • WESPAC Advisors SoCal first reported a position in Gentherm in Q4 2015 and held it in 10 quarters.
  • WESPAC Advisors SoCal's Gentherm position peaked at $9K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Gentherm as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.