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TCI Wealth Advisors’s Financial Institutions FISI Stock Holding History

TCI Wealth Advisors’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-81
Closed -$2K – 2347
2022
Q1 		$2K Hold
81
– – ﹤0.01% 1975
2021
Q4 		$3K Hold
81
– – ﹤0.01% 1997
2021
Q3 		$2K Hold
81
– – ﹤0.01% 2116
2021
Q2 		$2K Hold
81
– – ﹤0.01% 2000
2021
Q1 		$2K Buy
+81
New +$2.19K ﹤0.01% 1741

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's FISI Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Financial Institutions (FISI) in Q2 2022, closing a stake of 81 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in FISI in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 117 funds tracked by Wall St. Rank hold FISI as of Q2 2022.

  • TCI Wealth Advisors reported no remaining Financial Institutions position as of Q2 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 81 Financial Institutions shares in Q2 2022, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Financial Institutions in Q1 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Financial Institutions position peaked at $3K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.