TCI Wealth Advisors’s Armour Residential REIT ARR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-254	Closed	-$6.68K	–	349
2023 Q1	$6.68K	Buy	254 +81	+47%	+$2.29K	﹤0.01%	1332
2022 Q4	$4.86K	Buy	173 +131	+312%	+$3.58K	﹤0.01%	1539
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	2031
2022 Q2	$1K	Sell	42 -75	-64%	-$2.78K	﹤0.01%	2089
2022 Q1	$5K	Buy	+117	New	+$5.22K	﹤0.01%	1496
2021 Q3	–	Sell	-44	Closed	-$3K	–	2373
2021 Q2	$3K	Buy	+44	New	+$2.64K	﹤0.01%	1699
2021 Q1	–	Sell	-66	Closed	-$4K	–	2163
2020 Q4	$4K	Buy	+66	New	+$3.4K	﹤0.01%	932
2020 Q2	–	Sell	-12	Closed	-$1K	–	1459
2020 Q1	$1K	Sell	12 -5	-29%	-$427	﹤0.01%	1181
2019 Q4	$2K	Buy	17 +5	+42%	+$427	﹤0.01%	1096
2019 Q3	$1K	Buy	+12	New	+$1.05K	﹤0.01%	1223
2019 Q2	–	Hold	0	–	–	–	1137
2019 Q1	–	Hold	0	–	–	–	1144
2018 Q4	–	Hold	0	–	–	–	1139
2018 Q3	–	Hold	0	–	–	–	1154
2018 Q2	–	Sell	-12	Closed	-$1.38K	–	1238
2018 Q1	$1K	Buy	+12	New	+$1.4K	﹤0.01%	1087
2017 Q4	–	Hold	0	–	–	–	986
2017 Q3	–	Hold	0	–	–	–	299
2017 Q2	–	Hold	0	–	–	–	299
2017 Q1	–	Hold	0	–	–	–	1039
2016 Q4	–	Hold	0	–	–	–	1120
2016 Q3	–	Hold	0	–	–	–	1080
2016 Q2	–	Hold	0	–	–	–	1025
2016 Q1	–	Hold	0	–	–	–	1045

Other funds holding ARR

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Armour Residential REIT (ARR) in Q2 2023, closing a stake of 254 shares — an estimated $6.68K sold.

TCI Wealth Advisors first reported a position in ARR in Q1 2018 and held it in 11 quarters. The position peaked at $6.68K in Q1 2023. 168 funds tracked by Wall St. Rank hold ARR as of Q2 2023.

TCI Wealth Advisors reported no remaining Armour Residential REIT position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 254 Armour Residential REIT shares in Q2 2023, an estimated $6.68K.
TCI Wealth Advisors first reported a position in Armour Residential REIT in Q1 2018 and held it in 11 quarters.
TCI Wealth Advisors's Armour Residential REIT position peaked at $6.68K in Q1 2023.
168 funds tracked by Wall St. Rank held Armour Residential REIT as of Q2 2023.

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