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Sage Financial Management Group’s Transcontinental Realty Investors TCI Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-79
Closed -$2K – 100
2021
Q1 		$2K Buy
+79
New +$1.76K ﹤0.01% 121

Other funds holding TCI

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Financial Management Group's TCI Position: Q2 2021 in Review

Sage Financial Management Group sold out of Transcontinental Realty Investors (TCI) in Q2 2021, closing a stake of 79 shares — an estimated $2K sold.

Sage Financial Management Group first reported a position in TCI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 18 funds tracked by Wall St. Rank hold TCI as of Q2 2021.

  • Sage Financial Management Group reported no remaining Transcontinental Realty Investors position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 79 Transcontinental Realty Investors shares in Q2 2021, an estimated $2K.
  • Sage Financial Management Group first reported a position in Transcontinental Realty Investors in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Transcontinental Realty Investors position peaked at $2K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.