TCI Wealth Advisors’s AMERISAFE AMSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-79	Closed	-$3.87K	–	309
2023 Q1	$3.87K	Hold	79	–	–	﹤0.01%	1709
2022 Q4	$4.11K	Buy	+79	New	+$4.18K	﹤0.01%	1656

Other funds holding AMSF

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TCI Wealth Advisors sold out of AMERISAFE (AMSF) in Q2 2023, closing a stake of 79 shares — an estimated $3.87K sold.

TCI Wealth Advisors first reported a position in AMSF in Q4 2022 and held it in 2 quarters. The position peaked at $4.11K in Q4 2022. 178 funds tracked by Wall St. Rank hold AMSF as of Q2 2023.

TCI Wealth Advisors reported no remaining AMERISAFE position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 79 AMERISAFE shares in Q2 2023, an estimated $3.87K.
TCI Wealth Advisors first reported a position in AMERISAFE in Q4 2022 and held it in 2 quarters.
TCI Wealth Advisors's AMERISAFE position peaked at $4.11K in Q4 2022.
178 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2023.

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