TCI Wealth Advisors’s Haemonetics HAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-210	Closed	-$17.4K	–	1049
2023 Q1	$17.4K	Hold	210	–	–	﹤0.01%	788
2022 Q4	$16.5K	Hold	210	–	–	﹤0.01%	791
2022 Q3	$16K	Buy	210 +3	+1%	+$215	﹤0.01%	765
2022 Q2	$13K	Hold	207	–	–	﹤0.01%	851
2022 Q1	$13K	Buy	207 +187	+935%	+$10.2K	﹤0.01%	928
2021 Q4	$1K	Sell	20 -112	-85%	-$6.82K	﹤0.01%	2199
2021 Q3	$9K	Sell	132 -12	-8%	-$757	﹤0.01%	1166
2021 Q2	$10K	Buy	144 +124	+620%	+$8.77K	﹤0.01%	961
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	1757
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	1214
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	1115
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	1060
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	1020
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	1148
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	954
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	1015
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	1030
2018 Q4	$2K	Sell	20 -8	-29%	-$840	﹤0.01%	1000
2018 Q3	$3K	Sell	28 -16	-36%	-$1.66K	﹤0.01%	920
2018 Q2	$4K	Buy	44 +24	+120%	+$2.03K	﹤0.01%	846
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	1148
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	1196
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	1119
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	1138
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	1098
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	1167
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	1128
2016 Q2	$1K	Buy	+20	New	+$605	﹤0.01%	1067

Other funds holding HAE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Haemonetics (HAE) in Q2 2023, closing a stake of 210 shares — an estimated $17.4K sold.

TCI Wealth Advisors first reported a position in HAE in Q2 2016 and held it in 28 quarters. The position peaked at $17.4K in Q1 2023. 294 funds tracked by Wall St. Rank hold HAE as of Q2 2023.

TCI Wealth Advisors reported no remaining Haemonetics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 210 Haemonetics shares in Q2 2023, an estimated $17.4K.
TCI Wealth Advisors first reported a position in Haemonetics in Q2 2016 and held it in 28 quarters.
TCI Wealth Advisors's Haemonetics position peaked at $17.4K in Q1 2023.
294 funds tracked by Wall St. Rank held Haemonetics as of Q2 2023.

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