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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Elme Communities (ELME) in Q2 2023, closing a stake of 234 shares — an estimated $4.18K sold.

TCI Wealth Advisors first reported a position in ELME in Q1 2020 and held it in 7 quarters. The position peaked at $16K in Q3 2022. 209 funds tracked by Wall St. Rank hold ELME as of Q2 2023.

TCI Wealth Advisors reported no remaining Elme Communities position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 234 Elme Communities shares in Q2 2023, an estimated $4.18K.
TCI Wealth Advisors first reported a position in Elme Communities in Q1 2020 and held it in 7 quarters.
TCI Wealth Advisors's Elme Communities position peaked at $16K in Q3 2022.
209 funds tracked by Wall St. Rank held Elme Communities as of Q2 2023.

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