TCI Wealth Advisors’s Coursera COUR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-273	Closed	-$3.15K	–	640
2023 Q1	$3.15K	Buy	273 +1	+0.4%	+$13	﹤0.01%	1833
2022 Q4	$3.22K	Buy	+272	New	+$3.43K	﹤0.01%	1821
2022 Q3	–	Sell	-520	Closed	-$7K	–	2299
2022 Q2	$7K	Buy	+520	New	+$9.27K	﹤0.01%	1225

Other funds holding COUR

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

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

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

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Coursera (COUR) in Q2 2023, closing a stake of 273 shares — an estimated $3.15K sold.

TCI Wealth Advisors first reported a position in COUR in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 168 funds tracked by Wall St. Rank hold COUR as of Q2 2023.

TCI Wealth Advisors reported no remaining Coursera position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 273 Coursera shares in Q2 2023, an estimated $3.15K.
TCI Wealth Advisors first reported a position in Coursera in Q2 2022 and held it in 3 quarters.
TCI Wealth Advisors's Coursera position peaked at $7K in Q2 2022.
168 funds tracked by Wall St. Rank held Coursera as of Q2 2023.

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