TCI Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-26	Closed	-$952	–	570
2023 Q1	$952	Hold	26	–	–	﹤0.01%	2114
2022 Q4	$931	Hold	26	–	–	﹤0.01%	2125
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	2056
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	2105
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	2077
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	2168
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	2238
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	2184
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	2038
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	1349
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	1289
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	1219
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	1204
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	1302
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	1245
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	1162
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	1173
2018 Q4	$1K	Hold	26	–	–	﹤0.01%	1172
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	1180
2018 Q2	$1K	Sell	26 -49	-65%	-$1.31K	﹤0.01%	1262
2018 Q1	$2K	Buy	75 +50	+200%	+$1.27K	﹤0.01%	945
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	1154
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	1079
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	1107
2017 Q1	$1K	Buy	+25	New	+$572	﹤0.01%	1062

Other funds holding CHCT

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Community Healthcare Trust (CHCT) in Q2 2023, closing a stake of 26 shares — an estimated $952 sold.

TCI Wealth Advisors first reported a position in CHCT in Q1 2017 and held it in 25 quarters. The position peaked at $2K in Q1 2018. 181 funds tracked by Wall St. Rank hold CHCT as of Q2 2023.

TCI Wealth Advisors reported no remaining Community Healthcare Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 26 Community Healthcare Trust shares in Q2 2023, an estimated $952.
TCI Wealth Advisors first reported a position in Community Healthcare Trust in Q1 2017 and held it in 25 quarters.
TCI Wealth Advisors's Community Healthcare Trust position peaked at $2K in Q1 2018.
181 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2023.

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