WWM
THER

Willingdon Wealth Management’s THERATECHNOLOGIES INC COM THER Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		$9K Hold
5,400
– – ﹤0.01% 216
2019
Q4 		$18K Buy
+5,400
New +$18K ﹤0.01% 225

Other funds holding THER

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Willingdon Wealth Management's THER Position: Q1 2020 in Review

Willingdon Wealth Management held its THERATECHNOLOGIES INC COM (THER) position steady in Q1 2020 at 5,400 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Willingdon Wealth Management first reported a position in THER in Q4 2019 and has held it in 2 quarters since. The position peaked at $18K in Q4 2019. 47 funds tracked by Wall St. Rank hold THER as of Q1 2020.

  • Willingdon Wealth Management held 5,400 shares of THERATECHNOLOGIES INC COM worth $9K as of Q1 2020.
  • Willingdon Wealth Management left its THERATECHNOLOGIES INC COM share count unchanged in Q1 2020.
  • THERATECHNOLOGIES INC COM made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #216 holding.
  • Willingdon Wealth Management first reported a position in THERATECHNOLOGIES INC COM in Q4 2019 and has held it in 2 quarters since.
  • Willingdon Wealth Management's THERATECHNOLOGIES INC COM position peaked at $18K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.