TCI Wealth Advisors’s Everest Group EG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11	Closed	-$3.94K	–	803
2023 Q1	$3.94K	Hold	11	–	–	﹤0.01%	1696
2022 Q4	$3.64K	Hold	11	–	–	﹤0.01%	1741
2022 Q3	$3K	Sell	11 -24	-69%	-$6.49K	﹤0.01%	1757
2022 Q2	$10K	Hold	35	–	–	﹤0.01%	998
2022 Q1	$11K	Hold	35	–	–	﹤0.01%	1033
2021 Q4	$10K	Buy	35 +26	+289%	+$7.03K	﹤0.01%	1154
2021 Q3	$2K	Buy	9 +1	+13%	+$256	﹤0.01%	2108
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	1987
2021 Q1	$2K	Buy	8 +2	+33%	+$476	﹤0.01%	1726
2020 Q4	$1K	Buy	+6	New	+$1.32K	﹤0.01%	1363
2020 Q1	–	Sell	-5	Closed	-$1K	–	1542
2019 Q4	$1K	Sell	5 -4	-44%	-$1.05K	﹤0.01%	1321
2019 Q3	$2K	Sell	9 -2	-18%	-$505	﹤0.01%	1064
2019 Q2	$3K	Buy	11 +6	+120%	+$1.44K	﹤0.01%	882
2019 Q1	$1K	Sell	5 -2	-29%	-$435	﹤0.01%	1194
2018 Q4	$2K	Buy	+7	New	+$1.52K	﹤0.01%	983

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Everest Group (EG) in Q2 2023, closing a stake of 11 shares — an estimated $3.94K sold.

TCI Wealth Advisors first reported a position in EG in Q4 2018 and held it in 15 quarters. The position peaked at $11K in Q1 2022. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

TCI Wealth Advisors reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 11 Everest Group shares in Q2 2023, an estimated $3.94K.
TCI Wealth Advisors first reported a position in Everest Group in Q4 2018 and held it in 15 quarters.
TCI Wealth Advisors's Everest Group position peaked at $11K in Q1 2022.
581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

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