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TCI Wealth Advisors’s Arteris AIP Stock Holding History

TCI Wealth Advisors’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,023
Closed -$4.33K – 260
2023
Q1 		$4.33K Hold
1,023
– – ﹤0.01% 1630
2022
Q4 		$4.4K Buy
+1,023
New +$5.15K ﹤0.01% 1613

Other funds holding AIP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Arteris (AIP) in Q2 2023, closing a stake of 1,023 shares — an estimated $4.33K sold.

TCI Wealth Advisors first reported a position in AIP in Q4 2022 and held it in 2 quarters. The position peaked at $4.4K in Q4 2022. 72 funds tracked by Wall St. Rank hold AIP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Arteris position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,023 Arteris shares in Q2 2023, an estimated $4.33K.
  • TCI Wealth Advisors first reported a position in Arteris in Q4 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Arteris position peaked at $4.4K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held Arteris as of Q2 2023.

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