TCI Wealth Advisors’s ACI Worldwide ACIW Stock Holding History

TCI Wealth Advisors’s Portfolio ACIW Stock Details ACIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-587	Closed	-$15.8K	–	219
2023 Q1	$15.8K	Hold	587	–	–	﹤0.01%	827
2022 Q4	$13.5K	Buy	587 +580	+8,286%	+$12.5K	﹤0.01%	879
2022 Q3	$0	Sell	7 -344	-98%	-$8.55K	﹤0.01%	2225
2022 Q2	$9K	Buy	351 +85	+32%	+$2.29K	﹤0.01%	1051
2022 Q1	$8K	Sell	266 -79	-23%	-$2.64K	﹤0.01%	1220
2021 Q4	$12K	Buy	345 +194	+128%	+$6.22K	﹤0.01%	1003
2021 Q3	$5K	Buy	151 +84	+125%	+$2.79K	﹤0.01%	1542
2021 Q2	$2K	Sell	67 -48	-42%	-$1.88K	﹤0.01%	1933
2021 Q1	$4K	Buy	+115	New	+$4.53K	﹤0.01%	1335
2018 Q4	–	Sell	-23	Closed	-$1K	–	1421
2018 Q3	$1K	Sell	23 -42	-65%	-$1.15K	﹤0.01%	1142
2018 Q2	$2K	Buy	+65	New	+$1.58K	﹤0.01%	1016
2016 Q4	–	Sell	-58	Closed	-$1K	–	1343
2016 Q3	$1K	Buy	+58	New	+$1.1K	﹤0.01%	1062
2016 Q1	–	Sell	-948	Closed	-$20K	–	1316
2015 Q4	$20K	Buy	+948	New	+$21.8K	0.01%	434

Other funds holding ACIW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return