Covestor’s Transcontinental Realty Investors TCI Stock Holding History

Covestor’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	-8	Closed	–	–	2731
2024 Q3	$0	Buy	8 +6	+300%	+$176	﹤0.01%	2755
2024 Q2	$0	Sell	2 -34	-94%	-$1.02K	﹤0.01%	2743
2024 Q1	$1K	Sell	36 -40	-53%	-$1.55K	﹤0.01%	2119
2023 Q4	$3K	Buy	76 +3	+4%	+$93	﹤0.01%	1807
2023 Q3	$2K	Buy	73 +11	+18%	+$371	﹤0.01%	1852
2023 Q2	$2K	Buy	+62	New	+$2.3K	﹤0.01%	1873

Other funds holding TCI

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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

Covestor's TCI Position: Q4 2024 in Review

Covestor sold out of Transcontinental Realty Investors (TCI) in Q4 2024, closing a stake of 8 shares.

Covestor first reported a position in TCI in Q2 2023 and held it in 6 quarters. The position peaked at $3K in Q4 2023. 41 funds tracked by Wall St. Rank hold TCI as of Q4 2024.

Covestor reported no remaining Transcontinental Realty Investors position as of Q4 2024 after selling out during the quarter.
Covestor sold 8 Transcontinental Realty Investors shares in Q4 2024.
Covestor first reported a position in Transcontinental Realty Investors in Q2 2023 and held it in 6 quarters.
Covestor's Transcontinental Realty Investors position peaked at $3K in Q4 2023.
41 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.