TWA
AAMI

TCI Wealth Advisors’s Acadian Asset Management AAMI Stock Holding History

TCI Wealth Advisors’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-156
Closed -$4K – 2556
2022
Q1 		$4K Sell
156
-59
-27% -$1.4K ﹤0.01% 1813
2021
Q4 		$6K Buy
215
+87
+68% +$2.45K ﹤0.01% 1591
2021
Q3 		$3K Buy
128
+34
+36% +$876 ﹤0.01% 2042
2021
Q2 		$2K Hold
94
– – ﹤0.01% 2123
2021
Q1 		$2K Buy
+94
New +$1.85K ﹤0.01% 1935

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

TCI Wealth Advisors's AAMI Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Acadian Asset Management (AAMI) in Q2 2022, closing a stake of 156 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in AAMI in Q1 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 151 funds tracked by Wall St. Rank hold AAMI as of Q2 2022.

  • TCI Wealth Advisors reported no remaining Acadian Asset Management position as of Q2 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 156 Acadian Asset Management shares in Q2 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Acadian Asset Management in Q1 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Acadian Asset Management position peaked at $6K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.