TCI Wealth Advisors’s Eventbrite EB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-554	Closed	-$4.75K	–	784
2023 Q1	$4.75K	Buy	+554	New	+$4.57K	﹤0.01%	1570
2021 Q4	–	Sell	-175	Closed	-$3K	–	2343
2021 Q3	$3K	Buy	+175	New	+$3.07K	﹤0.01%	1922
2021 Q2	–	Sell	-83	Closed	-$2K	–	2350
2021 Q1	$2K	Buy	+83	New	+$1.67K	﹤0.01%	1724

Other funds holding EB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Eventbrite (EB) in Q2 2023, closing a stake of 554 shares — an estimated $4.75K sold.

TCI Wealth Advisors first reported a position in EB in Q1 2021 and held it in 3 quarters. The position peaked at $4.75K in Q1 2023. 150 funds tracked by Wall St. Rank hold EB as of Q2 2023.

TCI Wealth Advisors reported no remaining Eventbrite position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 554 Eventbrite shares in Q2 2023, an estimated $4.75K.
TCI Wealth Advisors first reported a position in Eventbrite in Q1 2021 and held it in 3 quarters.
TCI Wealth Advisors's Eventbrite position peaked at $4.75K in Q1 2023.
150 funds tracked by Wall St. Rank held Eventbrite as of Q2 2023.

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