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TCI Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

TCI Wealth Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed – – 2568
2022
Q3 		$0 Buy
+3
New +$44 ﹤0.01% 2387
2022
Q2 		– Sell
-329
Closed -$6K – 2376
2022
Q1 		$6K Buy
+329
New +$5.68K ﹤0.01% 1421
2021
Q4 		– Sell
-135
Closed -$3K – 2380
2021
Q3 		$3K Buy
135
+52
+63% +$1.41K ﹤0.01% 1935
2021
Q2 		$3K Buy
83
+18
+28% +$547 ﹤0.01% 1755
2021
Q1 		$2K Buy
+65
New +$1.96K ﹤0.01% 1759

Other funds holding HCSG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 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 HCSG Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q4 2022, closing a stake of 3 shares.

TCI Wealth Advisors first reported a position in HCSG in Q1 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 201 funds tracked by Wall St. Rank hold HCSG as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Healthcare Services Group position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Healthcare Services Group shares in Q4 2022.
  • TCI Wealth Advisors first reported a position in Healthcare Services Group in Q1 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Healthcare Services Group position peaked at $6K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.