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Evolution Wealth Advisors’s TriCo Bancshares TCBK Stock Holding History

Evolution Wealth Advisors’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16
Closed -$1K – 693
2019
Q3 		$1K Buy
+16
New +$588 ﹤0.01% 468

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolution Wealth Advisors's TCBK Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of TriCo Bancshares (TCBK) in Q4 2019, closing a stake of 16 shares — an estimated $1K sold.

Evolution Wealth Advisors first reported a position in TCBK in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 131 funds tracked by Wall St. Rank hold TCBK as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining TriCo Bancshares position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 16 TriCo Bancshares shares in Q4 2019, an estimated $1K.
  • Evolution Wealth Advisors first reported a position in TriCo Bancshares in Q3 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's TriCo Bancshares position peaked at $1K in Q3 2019.
  • 131 funds tracked by Wall St. Rank held TriCo Bancshares as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.