TCI Wealth Advisors’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-400	Closed	-$24K	–	2367
2021 Q1	$24K	Hold	400	–	–	0.01%	527
2020 Q4	$22K	Hold	400	–	–	0.01%	478
2020 Q3	$15K	Hold	400	–	–	0.01%	493
2020 Q2	$13K	Buy	+400	New	+$10.4K	0.01%	517

Other funds holding HAIL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

TCI Wealth Advisors's HAIL Position: Q2 2021 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q2 2021, closing a stake of 400 shares — an estimated $24K sold.

TCI Wealth Advisors first reported a position in HAIL in Q2 2020 and held it in 4 quarters. The position peaked at $24K in Q1 2021. 63 funds tracked by Wall St. Rank hold HAIL as of Q2 2021.

TCI Wealth Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q2 2021 after selling out during the quarter.
TCI Wealth Advisors sold 400 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q2 2021, an estimated $24K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q2 2020 and held it in 4 quarters.
TCI Wealth Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $24K in Q1 2021.
63 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q2 2021.

Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.