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Atomi Financial Group’s Transcontinental Realty Investors TCI Stock Holding History

Atomi Financial Group’s Portfolio TCI Stock Details TCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,003
Closed -$696K – 377
2023
Q2 		$696K Sell
19,003
-2,344
-11% -$87.1K 0.32% 98
2023
Q1 		$905K Buy
+21,347
New +$950K 0.51% 55

Other funds holding TCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Atomi Financial Group's TCI Position: Q3 2023 in Review

Atomi Financial Group sold out of Transcontinental Realty Investors (TCI) in Q3 2023, closing a stake of 19,003 shares — an estimated $696K sold.

Atomi Financial Group first reported a position in TCI in Q1 2023 and held it in 2 quarters. The position peaked at $905K in Q1 2023. 31 funds tracked by Wall St. Rank hold TCI as of Q3 2023.

  • Atomi Financial Group reported no remaining Transcontinental Realty Investors position as of Q3 2023 after selling out during the quarter.
  • Atomi Financial Group sold 19,003 Transcontinental Realty Investors shares in Q3 2023, an estimated $696K.
  • Atomi Financial Group first reported a position in Transcontinental Realty Investors in Q1 2023 and held it in 2 quarters.
  • Atomi Financial Group's Transcontinental Realty Investors position peaked at $905K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q3 2023.

Based on Atomi Financial Group's 13F filing for Q3 2023, filed 9 Nov 2023.