TCI Wealth Advisors’s Employers Holdings EIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-80	Closed	-$3K	–	2541
2022 Q3	$3K	Buy	80 +48	+150%	+$1.88K	﹤0.01%	1758
2022 Q2	$1K	Buy	+32	New	+$1.31K	﹤0.01%	2124

Other funds holding EIG

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TCI Wealth Advisors's EIG Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Employers Holdings (EIG) in Q4 2022, closing a stake of 80 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in EIG in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 184 funds tracked by Wall St. Rank hold EIG as of Q4 2022.

TCI Wealth Advisors reported no remaining Employers Holdings position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 80 Employers Holdings shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Employers Holdings in Q2 2022 and held it in 2 quarters.
TCI Wealth Advisors's Employers Holdings position peaked at $3K in Q3 2022.
184 funds tracked by Wall St. Rank held Employers Holdings as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.