TWA
EG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return