TCI Wealth Advisors’s ProShares MSCI Transformational Changes ETF ANEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-150	Closed	-$6K	–	2308
2021 Q1	$6K	Buy	+150	New	+$6.56K	﹤0.01%	1116

Other funds holding ANEW

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Wealth Advisors's ANEW Position: Q2 2021 in Review

TCI Wealth Advisors sold out of ProShares MSCI Transformational Changes ETF (ANEW) in Q2 2021, closing a stake of 150 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in ANEW in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 29 funds tracked by Wall St. Rank hold ANEW as of Q2 2021.

TCI Wealth Advisors reported no remaining ProShares MSCI Transformational Changes ETF position as of Q2 2021 after selling out during the quarter.
TCI Wealth Advisors sold 150 ProShares MSCI Transformational Changes ETF shares in Q2 2021, an estimated $6K.
TCI Wealth Advisors first reported a position in ProShares MSCI Transformational Changes ETF in Q1 2021 and held it in 1 quarter.
TCI Wealth Advisors's ProShares MSCI Transformational Changes ETF position peaked at $6K in Q1 2021.
29 funds tracked by Wall St. Rank held ProShares MSCI Transformational Changes ETF as of Q2 2021.

Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.