TWA
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TCI Wealth Advisors’s Definitive Healthcare DH Stock Holding History

TCI Wealth Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-27
Closed – – 2535
2022
Q3 		$0 Buy
+27
New +$594 ﹤0.01% 2313
2022
Q2 		– Sell
-49
Closed -$1K – 2327
2022
Q1 		$1K Buy
+49
New +$1.11K ﹤0.01% 2087

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCI Wealth Advisors's DH Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Definitive Healthcare (DH) in Q4 2022, closing a stake of 27 shares.

TCI Wealth Advisors first reported a position in DH in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 136 funds tracked by Wall St. Rank hold DH as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Definitive Healthcare position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 27 Definitive Healthcare shares in Q4 2022.
  • TCI Wealth Advisors first reported a position in Definitive Healthcare in Q1 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Definitive Healthcare position peaked at $1K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.