TCI Wealth Advisors’s Array Digital Infrastructure AD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3	Closed	-$63	–	2132
2023 Q1	$63	Buy	3 +1	+50%	+$22	﹤0.01%	2436
2022 Q4	$42	Sell	2 -1	-33%	-$24	﹤0.01%	2440
2022 Q3	$0	Buy	+3	New	+$86	﹤0.01%	2599
2021 Q3	–	Sell	-67	Closed	-$2K	–	2581
2021 Q2	$2K	Buy	+67	New	+$2.49K	﹤0.01%	2109
2016 Q3	–	Sell	-22	Closed	-$1K	–	1407
2016 Q2	$1K	Hold	22	–	–	﹤0.01%	1166
2016 Q1	$1K	Sell	22 -5	-19%	-$195	﹤0.01%	1169
2015 Q4	$1K	Hold	27	–	–	﹤0.01%	973
2015 Q3	$1K	Hold	27	–	–	﹤0.01%	923
2015 Q2	$1K	Hold	27	–	–	﹤0.01%	913
2015 Q1	$1K	Hold	27	–	–	﹤0.01%	836
2014 Q4	$1K	Buy	27 +5	+23%	+$183	﹤0.01%	835
2014 Q3	$1K	Hold	22	–	–	﹤0.01%	837
2014 Q2	$1K	Hold	22	–	–	﹤0.01%	852
2014 Q1	$1K	Hold	22	–	–	﹤0.01%	824
2013 Q4	$1K	Hold	22	–	–	﹤0.01%	810
2013 Q3	$1K	Buy	+22	New	+$914	﹤0.01%	731

Other funds holding AD

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Array Digital Infrastructure (AD) in Q2 2023, closing a stake of 3 shares — an estimated $63 sold.

TCI Wealth Advisors first reported a position in AD in Q3 2013 and held it in 16 quarters. The position peaked at $2K in Q2 2021. 103 funds tracked by Wall St. Rank hold AD as of Q2 2023.

TCI Wealth Advisors reported no remaining Array Digital Infrastructure position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 Array Digital Infrastructure shares in Q2 2023, an estimated $63.
TCI Wealth Advisors first reported a position in Array Digital Infrastructure in Q3 2013 and held it in 16 quarters.
TCI Wealth Advisors's Array Digital Infrastructure position peaked at $2K in Q2 2021.
103 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2023.

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