WWA
THR

Wingate Wealth Advisors’s Thermon Group Holdings THR Stock Holding History

Wingate Wealth Advisors’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-246
Closed -$7.08K – 402
2024
Q4 		$7.08K Buy
+246
New +$7.25K 0.01% 365

Other funds holding THR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

Wingate Wealth Advisors's THR Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Thermon Group Holdings (THR) in Q1 2025, closing a stake of 246 shares — an estimated $7.08K sold.

Wingate Wealth Advisors first reported a position in THR in Q4 2024 and held it in 1 quarter. The position peaked at $7.08K in Q4 2024. 161 funds tracked by Wall St. Rank hold THR as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Thermon Group Holdings position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 246 Thermon Group Holdings shares in Q1 2025, an estimated $7.08K.
  • Wingate Wealth Advisors first reported a position in Thermon Group Holdings in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Thermon Group Holdings position peaked at $7.08K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.