TCI Wealth Advisors’s GCM Grosvenor GCMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-488	Closed	-$3.81K	–	986
2023 Q1	$3.81K	Hold	488	–	–	﹤0.01%	1719
2022 Q4	$3.71K	Hold	488	–	–	﹤0.01%	1724
2022 Q3	$4K	Hold	488	–	–	﹤0.01%	1604
2022 Q2	$3K	Buy	+488	New	+$3.98K	﹤0.01%	1801

Other funds holding GCMG

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TCI Wealth Advisors sold out of GCM Grosvenor (GCMG) in Q2 2023, closing a stake of 488 shares — an estimated $3.81K sold.

TCI Wealth Advisors first reported a position in GCMG in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 83 funds tracked by Wall St. Rank hold GCMG as of Q2 2023.

TCI Wealth Advisors reported no remaining GCM Grosvenor position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 488 GCM Grosvenor shares in Q2 2023, an estimated $3.81K.
TCI Wealth Advisors first reported a position in GCM Grosvenor in Q2 2022 and held it in 4 quarters.
TCI Wealth Advisors's GCM Grosvenor position peaked at $4K in Q3 2022.
83 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2023.

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