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TCI Wealth Advisors’s Center Bancorp CNOB Stock Holding History

TCI Wealth Advisors’s Portfolio CNOB Stock Details CNOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-84
Closed -$2K – 2404
2021
Q2 		$2K Hold
84
– – ﹤0.01% 1972
2021
Q1 		$2K Buy
+84
New +$1.98K ﹤0.01% 1702

Other funds holding CNOB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's CNOB Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Center Bancorp (CNOB) in Q3 2021, closing a stake of 84 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CNOB in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 141 funds tracked by Wall St. Rank hold CNOB as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Center Bancorp position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 84 Center Bancorp shares in Q3 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Center Bancorp in Q1 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's Center Bancorp position peaked at $2K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Center Bancorp as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.