TWA
CATC

TCI Wealth Advisors’s CAMBRIDGE BANCORP CATC Stock Holding History

TCI Wealth Advisors’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-92
Closed -$5.96K – 2399
2023
Q1 		$5.96K Buy
+92
New +$7.12K ﹤0.01% 1408

Other funds holding CATC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of CAMBRIDGE BANCORP (CATC) in Q2 2023, closing a stake of 92 shares — an estimated $5.96K sold.

TCI Wealth Advisors first reported a position in CATC in Q1 2023 and held it in 1 quarter. The position peaked at $5.96K in Q1 2023. 103 funds tracked by Wall St. Rank hold CATC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining CAMBRIDGE BANCORP position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 92 CAMBRIDGE BANCORP shares in Q2 2023, an estimated $5.96K.
  • TCI Wealth Advisors first reported a position in CAMBRIDGE BANCORP in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's CAMBRIDGE BANCORP position peaked at $5.96K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q2 2023.

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