TCI Wealth Advisors’s Encompass Health EHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-44	Closed	-$2.38K	–	808
2023 Q1	$2.38K	Buy	44 +38	+633%	+$2.21K	﹤0.01%	1921
2022 Q4	$359	Hold	6	–	–	﹤0.01%	2261
2022 Q3	$0	Sell	6 -9	-60%	-$450	﹤0.01%	2325
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	2123
2022 Q1	$1K	Buy	+15	New	+$783	﹤0.01%	2092
2021 Q4	–	Sell	-6	Closed	–	–	2344
2021 Q3	$0	Hold	6	–	–	﹤0.01%	2425
2021 Q2	$0	Hold	6	–	–	﹤0.01%	2351
2021 Q1	$0	Buy	6 +2	+50%	+$130	﹤0.01%	2180
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1573
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1562
2020 Q2	$0	Buy	+4	New	+$216	﹤0.01%	1508
2020 Q1	–	Sell	-52	Closed	-$3K	–	1544
2019 Q4	$3K	Buy	+52	New	+$2.82K	﹤0.01%	1009

Other funds holding EHC

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Encompass Health (EHC) in Q2 2023, closing a stake of 44 shares — an estimated $2.38K sold.

TCI Wealth Advisors first reported a position in EHC in Q4 2019 and held it in 12 quarters. The position peaked at $3K in Q4 2019. 385 funds tracked by Wall St. Rank hold EHC as of Q2 2023.

TCI Wealth Advisors reported no remaining Encompass Health position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 44 Encompass Health shares in Q2 2023, an estimated $2.38K.
TCI Wealth Advisors first reported a position in Encompass Health in Q4 2019 and held it in 12 quarters.
TCI Wealth Advisors's Encompass Health position peaked at $3K in Q4 2019.
385 funds tracked by Wall St. Rank held Encompass Health as of Q2 2023.

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