TCI Wealth Advisors’s City Office REIT CIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-594	Closed	-$4.1K	–	586
2023 Q1	$4.1K	Buy	+594	New	+$5.02K	﹤0.01%	1667

Other funds holding CIO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TCI Wealth Advisors sold out of City Office REIT (CIO) in Q2 2023, closing a stake of 594 shares — an estimated $4.1K sold.

TCI Wealth Advisors first reported a position in CIO in Q1 2023 and held it in 1 quarter. The position peaked at $4.1K in Q1 2023. 142 funds tracked by Wall St. Rank hold CIO as of Q2 2023.

TCI Wealth Advisors reported no remaining City Office REIT position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 594 City Office REIT shares in Q2 2023, an estimated $4.1K.
TCI Wealth Advisors first reported a position in City Office REIT in Q1 2023 and held it in 1 quarter.
TCI Wealth Advisors's City Office REIT position peaked at $4.1K in Q1 2023.
142 funds tracked by Wall St. Rank held City Office REIT as of Q2 2023.

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