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Integrated Wealth Concepts’s Transcontinental Realty Investors TCI Stock Holding History

Integrated Wealth Concepts’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
2025
Q1 		– Sell
-9,095
Closed -$271K – 1825
2024
Q4 		$271K Sell
9,095
-7,717
-46% -$218K ﹤0.01% 1428
2024
Q3 		$484K Hold
16,812
– – 0.01% 1099
2024
Q2 		$466K Hold
16,812
– – 0.01% 1076
2024
Q1 		$633K Sell
16,812
-280
-2% -$10.9K 0.01% 944
2023
Q4 		$591K Hold
17,092
– – 0.01% 925
2023
Q3 		$523K Sell
17,092
-2,720
-14% -$91.7K 0.01% 969
2023
Q2 		$726K Hold
19,812
– – 0.01% 814
2023
Q1 		$840K Buy
+19,812
New +$882K 0.02% 682

Other funds holding TCI

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return