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TCI Wealth Advisors’s Enact Holdings ACT Stock Holding History

TCI Wealth Advisors’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$4.57K – 226
2023
Q1 		$4.57K Hold
200
– – ﹤0.01% 1593
2022
Q4 		$4.82K Hold
200
– – ﹤0.01% 1547
2022
Q3 		$4K Buy
+200
New +$4.8K ﹤0.01% 1553

Other funds holding ACT

BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TCI Wealth Advisors's ACT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Enact Holdings (ACT) in Q2 2023, closing a stake of 200 shares — an estimated $4.57K sold.

TCI Wealth Advisors first reported a position in ACT in Q3 2022 and held it in 3 quarters. The position peaked at $4.82K in Q4 2022. 131 funds tracked by Wall St. Rank hold ACT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Enact Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 200 Enact Holdings shares in Q2 2023, an estimated $4.57K.
  • TCI Wealth Advisors first reported a position in Enact Holdings in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Enact Holdings position peaked at $4.82K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.