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Capital Performance Advisors’s Transcontinental Realty Investors TCI Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-23
Closed -$662 – 2410
2024
Q3 		$662 Buy
+23
New +$673 ﹤0.01% 2119

Other funds holding TCI

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Capital Performance Advisors's TCI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Transcontinental Realty Investors (TCI) in Q4 2024, closing a stake of 23 shares — an estimated $662 sold.

Capital Performance Advisors first reported a position in TCI in Q3 2024 and held it in 1 quarter. The position peaked at $662 in Q3 2024. 41 funds tracked by Wall St. Rank hold TCI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Transcontinental Realty Investors position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 Transcontinental Realty Investors shares in Q4 2024, an estimated $662.
  • Capital Performance Advisors first reported a position in Transcontinental Realty Investors in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Transcontinental Realty Investors position peaked at $662 in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.