TCI Wealth Advisors’s EastGroup Properties EGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12	Closed	-$1.98K	–	806
2023 Q1	$1.98K	Hold	12	–	–	﹤0.01%	1970
2022 Q4	$1.78K	Hold	12	–	–	﹤0.01%	2001
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	1919
2022 Q2	$2K	Sell	12 -63	-84%	-$11.1K	﹤0.01%	1985
2022 Q1	$15K	Sell	75 -19	-20%	-$3.76K	﹤0.01%	830
2021 Q4	$21K	Buy	94 +31	+49%	+$6.23K	﹤0.01%	680
2021 Q3	$10K	Buy	63 +31	+97%	+$5.38K	﹤0.01%	1093
2021 Q2	$5K	Buy	32 +6	+23%	+$950	﹤0.01%	1425
2021 Q1	$4K	Buy	+26	New	+$3.64K	﹤0.01%	1355
2019 Q4	–	Sell	-15	Closed	-$2K	–	1569
2019 Q3	$2K	Buy	+15	New	+$1.83K	﹤0.01%	1066

Other funds holding EGP

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

TCI Wealth Advisors sold out of EastGroup Properties (EGP) in Q2 2023, closing a stake of 12 shares — an estimated $1.98K sold.

TCI Wealth Advisors first reported a position in EGP in Q3 2019 and held it in 10 quarters. The position peaked at $21K in Q4 2021. 381 funds tracked by Wall St. Rank hold EGP as of Q2 2023.

TCI Wealth Advisors reported no remaining EastGroup Properties position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 12 EastGroup Properties shares in Q2 2023, an estimated $1.98K.
TCI Wealth Advisors first reported a position in EastGroup Properties in Q3 2019 and held it in 10 quarters.
TCI Wealth Advisors's EastGroup Properties position peaked at $21K in Q4 2021.
381 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2023.

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