TCI Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-42	Closed	-$3K	–	1520
2020 Q2	$3K	Hold	42	–	–	﹤0.01%	866
2020 Q1	$3K	Hold	42	–	–	﹤0.01%	821
2019 Q4	$4K	Hold	42	–	–	﹤0.01%	889
2019 Q3	$4K	Hold	42	–	–	﹤0.01%	842
2019 Q2	$4K	Hold	42	–	–	﹤0.01%	795
2019 Q1	$4K	Hold	42	–	–	﹤0.01%	823
2018 Q4	$3K	Hold	42	–	–	﹤0.01%	870
2018 Q3	$4K	Hold	42	–	–	﹤0.01%	823
2018 Q2	$4K	Hold	42	–	–	﹤0.01%	815
2018 Q1	$4K	Sell	42 -228	-84%	-$20.1K	﹤0.01%	764
2017 Q4	$24K	Buy	+270	New	+$23.3K	0.01%	460

Other funds holding AIVL

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return