TWA
CMRC

TCI Wealth Advisors’s Commerce.com Inc Series 1 CMRC Stock Holding History

TCI Wealth Advisors’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-400
Closed -$3.58K – 448
2023
Q1 		$3.58K Buy
+400
New +$4.05K ﹤0.01% 1747
2022
Q2 		– Sell
-236
Closed -$5K – 2282
2022
Q1 		$5K Buy
236
+123
+109% +$3.3K ﹤0.01% 1502
2021
Q4 		$4K Buy
+113
New +$5.32K ﹤0.01% 1777
2021
Q3 		– Sell
-57
Closed -$4K – 2382
2021
Q2 		$4K Buy
+57
New +$3.23K ﹤0.01% 1536

Other funds holding CMRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Commerce.com Inc Series 1 (CMRC) in Q2 2023, closing a stake of 400 shares — an estimated $3.58K sold.

TCI Wealth Advisors first reported a position in CMRC in Q2 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 153 funds tracked by Wall St. Rank hold CMRC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Commerce.com Inc Series 1 position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 400 Commerce.com Inc Series 1 shares in Q2 2023, an estimated $3.58K.
  • TCI Wealth Advisors first reported a position in Commerce.com Inc Series 1 in Q2 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's Commerce.com Inc Series 1 position peaked at $5K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2023.

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