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TCI Wealth Advisors’s a.k.a. Brands AKA Stock Holding History

TCI Wealth Advisors’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11
Closed – – 2487
2022
Q3 		$0 Buy
+11
New +$283 ﹤0.01% 2232
2022
Q2 		– Sell
-7
Closed – – 2255
2022
Q1 		$0 Buy
+7
New +$547 ﹤0.01% 2203

Other funds holding AKA

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's AKA Position: Q4 2022 in Review

TCI Wealth Advisors sold out of a.k.a. Brands (AKA) in Q4 2022, closing a stake of 11 shares.

TCI Wealth Advisors first reported a position in AKA in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 50 funds tracked by Wall St. Rank hold AKA as of Q4 2022.

  • TCI Wealth Advisors reported no remaining a.k.a. Brands position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 11 a.k.a. Brands shares in Q4 2022.
  • TCI Wealth Advisors first reported a position in a.k.a. Brands in Q1 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's a.k.a. Brands position peaked at $0 in Q3 2022.
  • 50 funds tracked by Wall St. Rank held a.k.a. Brands as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.