TWA
EEX

TCI Wealth Advisors’s Emerald Holding EEX Stock Holding History

TCI Wealth Advisors’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-212
Closed -$1K – 2324
2022
Q2 		$1K Hold
212
– – ﹤0.01% 2121
2022
Q1 		$1K Hold
212
– – ﹤0.01% 2091
2021
Q4 		$1K Hold
212
– – ﹤0.01% 2183
2021
Q3 		$1K Hold
212
– – ﹤0.01% 2253
2021
Q2 		$1K Hold
212
– – ﹤0.01% 2199
2021
Q1 		$1K Hold
212
– – ﹤0.01% 2049
2020
Q4 		$1K Hold
212
– – ﹤0.01% 1361
2020
Q3 		$0 Hold
212
– – ﹤0.01% 1561
2020
Q2 		$1K Buy
+212
New +$503 ﹤0.01% 1237
2019
Q2 		– Sell
-32
Closed – – 1453
2019
Q1 		$0 Hold
32
– – ﹤0.01% 1436
2018
Q4 		$0 Buy
+32
New +$415 ﹤0.01% 1487

Other funds holding EEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

TCI Wealth Advisors's EEX Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Emerald Holding (EEX) in Q3 2022, closing a stake of 212 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in EEX in Q4 2018 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 50 funds tracked by Wall St. Rank hold EEX as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Emerald Holding position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 212 Emerald Holding shares in Q3 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Emerald Holding in Q4 2018 and held it in 11 quarters.
  • TCI Wealth Advisors's Emerald Holding position peaked at $1K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Emerald Holding as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.