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TCI Wealth Advisors’s ESCO Technologies ESE Stock Holding History

TCI Wealth Advisors’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-101
Closed -$9.64K – 845
2023
Q1 		$9.64K Hold
101
– – ﹤0.01% 1111
2022
Q4 		$8.84K Buy
101
+1
+1% +$86 ﹤0.01% 1152
2022
Q3 		$7K Buy
100
+1
+1% +$78 ﹤0.01% 1239
2022
Q2 		$7K Buy
99
+22
+29% +$1.44K ﹤0.01% 1234
2022
Q1 		$5K Buy
+77
New +$5.87K ﹤0.01% 1524

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

TCI Wealth Advisors sold out of ESCO Technologies (ESE) in Q2 2023, closing a stake of 101 shares — an estimated $9.64K sold.

TCI Wealth Advisors first reported a position in ESE in Q1 2022 and held it in 5 quarters. The position peaked at $9.64K in Q1 2023. 201 funds tracked by Wall St. Rank hold ESE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining ESCO Technologies position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 101 ESCO Technologies shares in Q2 2023, an estimated $9.64K.
  • TCI Wealth Advisors first reported a position in ESCO Technologies in Q1 2022 and held it in 5 quarters.
  • TCI Wealth Advisors's ESCO Technologies position peaked at $9.64K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2023.

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