TWA
ELME

TCI Wealth Advisors’s Elme Communities ELME Stock Holding History

TCI Wealth Advisors’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-234
Closed -$4.18K – 813
2023
Q1 		$4.18K Buy
+234
New +$4.28K ﹤0.01% 1650
2022
Q4 		– Sell
-891
Closed -$16K – 2542
2022
Q3 		$16K Buy
+891
New +$18.2K ﹤0.01% 760
2022
Q2 		– Sell
-183
Closed -$5K – 2333
2022
Q1 		$5K Hold
183
– – ﹤0.01% 1522
2021
Q4 		$5K Hold
183
– – ﹤0.01% 1639
2021
Q3 		$5K Buy
183
+22
+14% +$541 ﹤0.01% 1575
2021
Q2 		$4K Buy
+161
New +$3.79K ﹤0.01% 1557
2020
Q2 		– Sell
-104
Closed -$2K – 1509
2020
Q1 		$2K Buy
+104
New +$2.95K ﹤0.01% 1001

Other funds holding ELME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return