TWA
CVT

TCI Wealth Advisors’s Cvent Holding Corp. Common Stock CVT Stock Holding History

TCI Wealth Advisors’s Portfolio CVT Stock Details CVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-777
Closed -$6.5K – 2484
2023
Q1 		$6.5K Hold
777
– – ﹤0.01% 1350
2022
Q4 		$4.2K Hold
777
– – ﹤0.01% 1644
2022
Q3 		$4K Buy
+777
New +$4.42K ﹤0.01% 1712

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

TCI Wealth Advisors sold out of Cvent Holding Corp. Common Stock (CVT) in Q2 2023, closing a stake of 777 shares — an estimated $6.5K sold.

TCI Wealth Advisors first reported a position in CVT in Q3 2022 and held it in 3 quarters. The position peaked at $6.5K in Q1 2023. 0 funds tracked by Wall St. Rank hold CVT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Cvent Holding Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 777 Cvent Holding Corp. Common Stock shares in Q2 2023, an estimated $6.5K.
  • TCI Wealth Advisors first reported a position in Cvent Holding Corp. Common Stock in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Cvent Holding Corp. Common Stock position peaked at $6.5K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Cvent Holding Corp. Common Stock as of Q2 2023.

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