TCI Wealth Advisors’s EnerSys ENS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-173	Closed	-$15K	–	823
2023 Q1	$15K	Hold	173	–	–	﹤0.01%	849
2022 Q4	$12.8K	Hold	173	–	–	﹤0.01%	910
2022 Q3	$10K	Buy	173 +3	+2%	+$191	﹤0.01%	999
2022 Q2	$10K	Buy	170 +2	+1%	+$132	﹤0.01%	1000
2022 Q1	$13K	Buy	168 +80	+91%	+$5.97K	﹤0.01%	921
2021 Q4	$7K	Buy	88 +14	+19%	+$1.09K	﹤0.01%	1412
2021 Q3	$6K	Buy	74 +28	+61%	+$2.48K	﹤0.01%	1447
2021 Q2	$4K	Buy	46 +12	+35%	+$1.12K	﹤0.01%	1558
2021 Q1	$3K	Buy	+34	New	+$3.11K	﹤0.01%	1514
2020 Q1	–	Sell	-158	Closed	-$12K	–	1546
2019 Q4	$12K	Buy	+158	New	+$10.9K	﹤0.01%	665

Other funds holding ENS

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

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

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

TCI Wealth Advisors sold out of EnerSys (ENS) in Q2 2023, closing a stake of 173 shares — an estimated $15K sold.

TCI Wealth Advisors first reported a position in ENS in Q4 2019 and held it in 10 quarters. The position peaked at $15K in Q1 2023. 326 funds tracked by Wall St. Rank hold ENS as of Q2 2023.

TCI Wealth Advisors reported no remaining EnerSys position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 173 EnerSys shares in Q2 2023, an estimated $15K.
TCI Wealth Advisors first reported a position in EnerSys in Q4 2019 and held it in 10 quarters.
TCI Wealth Advisors's EnerSys position peaked at $15K in Q1 2023.
326 funds tracked by Wall St. Rank held EnerSys as of Q2 2023.

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