TCI Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3	Closed	-$695	–	842
2023 Q1	$695	Hold	3	–	–	﹤0.01%	2165
2022 Q4	$746	Buy	3 +1	+50%	+$257	﹤0.01%	2163
2022 Q3	$0	Buy	+2	New	+$421	﹤0.01%	2332
2021 Q2	–	Sell	-13	Closed	-$3K	–	2353
2021 Q1	$3K	Buy	+13	New	+$3.16K	﹤0.01%	1515
2019 Q2	–	Sell	-5	Closed	-$1K	–	1455
2019 Q1	$1K	Buy	+5	New	+$803	﹤0.01%	1198

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Erie Indemnity (ERIE) in Q2 2023, closing a stake of 3 shares — an estimated $695 sold.

TCI Wealth Advisors first reported a position in ERIE in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 278 funds tracked by Wall St. Rank hold ERIE as of Q2 2023.

TCI Wealth Advisors reported no remaining Erie Indemnity position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 Erie Indemnity shares in Q2 2023, an estimated $695.
TCI Wealth Advisors first reported a position in Erie Indemnity in Q1 2019 and held it in 5 quarters.
TCI Wealth Advisors's Erie Indemnity position peaked at $3K in Q1 2021.
278 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2023.

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