TWA
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TCI Wealth Advisors’s Doximity DOCS Stock Holding History

TCI Wealth Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-81
Closed -$2.62K – 756
2023
Q1 		$2.62K Hold
81
– – ﹤0.01% 1902
2022
Q4 		$2.72K Buy
81
+41
+103% +$1.25K ﹤0.01% 1898
2022
Q3 		$1K Sell
40
-165
-80% -$6.05K ﹤0.01% 2071
2022
Q2 		$7K Hold
205
– – ﹤0.01% 1231
2022
Q1 		$11K Buy
205
+40
+24% +$2.01K ﹤0.01% 1031
2021
Q4 		$8K Hold
165
– – ﹤0.01% 1313
2021
Q3 		$13K Hold
165
– – ﹤0.01% 910
2021
Q2 		$10K Buy
+165
New +$9.26K ﹤0.01% 950

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return