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TCI Wealth Advisors’s Aspen Aerogels ASPN Stock Holding History

TCI Wealth Advisors’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-313
Closed -$3K – 2500
2022
Q3 		$3K Buy
+313
New +$3.79K ﹤0.01% 1725
2022
Q1 		– Sell
-138
Closed -$7K – 2217
2021
Q4 		$7K Buy
138
+35
+34% +$1.84K ﹤0.01% 1398
2021
Q3 		$5K Buy
+103
New +$4.08K ﹤0.01% 1546

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Aspen Aerogels (ASPN) in Q4 2022, closing a stake of 313 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ASPN in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 163 funds tracked by Wall St. Rank hold ASPN as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Aspen Aerogels position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 313 Aspen Aerogels shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Aspen Aerogels in Q3 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's Aspen Aerogels position peaked at $7K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2022.

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