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TCI Wealth Advisors’s Evolent Health EVH Stock Holding History

TCI Wealth Advisors’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-508
Closed -$16.5K – 867
2023
Q1 		$16.5K Buy
508
+1
+0.2% +$32 ﹤0.01% 806
2022
Q4 		$14.2K Buy
507
+340
+204% +$9.75K ﹤0.01% 856
2022
Q3 		$6K Buy
167
+2
+1% +$70 ﹤0.01% 1328
2022
Q2 		$5K Hold
165
– – ﹤0.01% 1467
2022
Q1 		$5K Sell
165
-62
-27% -$1.62K ﹤0.01% 1526
2021
Q4 		$6K Buy
227
+89
+64% +$2.55K ﹤0.01% 1518
2021
Q3 		$4K Buy
+138
New +$3.31K ﹤0.01% 1730
2021
Q2 		– Sell
-96
Closed -$2K – 2354
2021
Q1 		$2K Buy
+96
New +$1.83K ﹤0.01% 1733
2019
Q4 		– Sell
-82
Closed -$1K – 1576
2019
Q3 		$1K Buy
+82
New +$588 ﹤0.01% 1270
2019
Q2 		– Sell
-62
Closed -$1K – 1457
2019
Q1 		$1K Hold
62
– – ﹤0.01% 1203
2018
Q4 		$1K Sell
62
-18
-23% -$416 ﹤0.01% 1198
2018
Q3 		$2K Hold
80
– – ﹤0.01% 1024
2018
Q2 		$2K Buy
80
+18
+29% +$341 ﹤0.01% 1066
2018
Q1 		$1K Hold
62
– – ﹤0.01% 1126
2017
Q4 		$1K Buy
+62
New +$874 ﹤0.01% 1174
2017
Q3 		– Sell
-32
Closed -$1K – 1341
2017
Q2 		$1K Hold
32
– – ﹤0.01% 1121
2017
Q1 		$1K Buy
+32
New +$614 ﹤0.01% 1075

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Evolent Health (EVH) in Q2 2023, closing a stake of 508 shares — an estimated $16.5K sold.

TCI Wealth Advisors first reported a position in EVH in Q1 2017 and held it in 17 quarters. The position peaked at $16.5K in Q1 2023. 217 funds tracked by Wall St. Rank hold EVH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Evolent Health position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 508 Evolent Health shares in Q2 2023, an estimated $16.5K.
  • TCI Wealth Advisors first reported a position in Evolent Health in Q1 2017 and held it in 17 quarters.
  • TCI Wealth Advisors's Evolent Health position peaked at $16.5K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Evolent Health as of Q2 2023.

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