TCI Wealth Advisors’s Amalgamated Financial AMAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-168	Closed	-$2.97K	–	290
2023 Q1	$2.97K	Hold	168	–	–	﹤0.01%	1854
2022 Q4	$3.87K	Hold	168	–	–	﹤0.01%	1695
2022 Q3	$4K	Hold	168	–	–	﹤0.01%	1561
2022 Q2	$3K	Hold	168	–	–	﹤0.01%	1748
2022 Q1	$3K	Hold	168	–	–	﹤0.01%	1850
2021 Q4	$3K	Hold	168	–	–	﹤0.01%	1976
2021 Q3	$3K	Hold	168	–	–	﹤0.01%	1891
2021 Q2	$3K	Buy	+168	New	+$2.72K	﹤0.01%	1694
2019 Q4	–	Sell	-26	Closed	–	–	1525
2019 Q3	$0	Buy	+26	New	+$424	﹤0.01%	1485

Other funds holding AMAL

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Amalgamated Financial (AMAL) in Q2 2023, closing a stake of 168 shares — an estimated $2.97K sold.

TCI Wealth Advisors first reported a position in AMAL in Q3 2019 and held it in 9 quarters. The position peaked at $4K in Q3 2022. 116 funds tracked by Wall St. Rank hold AMAL as of Q2 2023.

TCI Wealth Advisors reported no remaining Amalgamated Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 168 Amalgamated Financial shares in Q2 2023, an estimated $2.97K.
TCI Wealth Advisors first reported a position in Amalgamated Financial in Q3 2019 and held it in 9 quarters.
TCI Wealth Advisors's Amalgamated Financial position peaked at $4K in Q3 2022.
116 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2023.

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