TWA
EBC icon

TCI Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

TCI Wealth Advisors’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7
Closed -$89 – 786
2023
Q1 		$89 Sell
7
-263
-97% -$4.05K ﹤0.01% 2405
2022
Q4 		$4.66K Sell
270
-131
-33% -$2.51K ﹤0.01% 1576
2022
Q3 		$8K Buy
401
+136
+51% +$2.72K ﹤0.01% 1142
2022
Q2 		$5K Hold
265
– – ﹤0.01% 1462
2022
Q1 		$6K Hold
265
– – ﹤0.01% 1404
2021
Q4 		$5K Hold
265
– – ﹤0.01% 1638
2021
Q3 		$5K Buy
+265
New +$5.07K ﹤0.01% 1574

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 7 shares — an estimated $89 sold.

TCI Wealth Advisors first reported a position in EBC in Q3 2021 and held it in 7 quarters. The position peaked at $8K in Q3 2022. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 7 Eastern Bankshares shares in Q2 2023, an estimated $89.
  • TCI Wealth Advisors first reported a position in Eastern Bankshares in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Eastern Bankshares position peaked at $8K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

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