TCI Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-487	Closed	-$3.16K	–	853
2023 Q1	$3.16K	Buy	+487	New	+$3.57K	﹤0.01%	1828
2022 Q3	–	Sell	-624	Closed	-$4K	–	2336
2022 Q2	$4K	Buy	624 +52	+9%	+$422	﹤0.01%	1615
2022 Q1	$6K	Buy	+572	New	+$5.38K	﹤0.01%	1405
2021 Q3	–	Sell	-226	Closed	-$3K	–	2431
2021 Q2	$3K	Buy	226 +90	+66%	+$1.06K	﹤0.01%	1736
2021 Q1	$2K	Buy	+136	New	+$1.42K	﹤0.01%	1730
2020 Q4	–	Sell	-634	Closed	-$4K	–	1575
2020 Q3	$4K	Buy	634 +228	+56%	+$1.48K	﹤0.01%	836
2020 Q2	$3K	Buy	+406	New	+$3.13K	﹤0.01%	891
2018 Q3	–	Hold	0	–	–	–	1023
2018 Q2	–	Hold	0	–	–	–	1065
2017 Q4	–	Hold	0	–	–	–	825
2017 Q3	–	Hold	0	–	–	–	771
2017 Q2	–	Hold	0	–	–	–	802
2017 Q1	–	Hold	0	–	–	–	758
2016 Q4	–	Hold	0	–	–	–	814

Other funds holding ESRT

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Empire State Realty Trust (ESRT) in Q2 2023, closing a stake of 487 shares — an estimated $3.16K sold.

TCI Wealth Advisors first reported a position in ESRT in Q2 2020 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 196 funds tracked by Wall St. Rank hold ESRT as of Q2 2023.

TCI Wealth Advisors reported no remaining Empire State Realty Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 487 Empire State Realty Trust shares in Q2 2023, an estimated $3.16K.
TCI Wealth Advisors first reported a position in Empire State Realty Trust in Q2 2020 and held it in 7 quarters.
TCI Wealth Advisors's Empire State Realty Trust position peaked at $6K in Q1 2022.
196 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2023.

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