TWA
HI

TCI Wealth Advisors’s Hillenbrand HI Stock Holding History

TCI Wealth Advisors’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-263
Closed -$12.5K – 1067
2023
Q1 		$12.5K Hold
263
– – ﹤0.01% 946
2022
Q4 		$11.2K Buy
263
+138
+110% +$6.11K ﹤0.01% 994
2022
Q3 		$5K Buy
+125
New +$5.26K ﹤0.01% 1457

Other funds holding HI

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Hillenbrand (HI) in Q2 2023, closing a stake of 263 shares — an estimated $12.5K sold.

TCI Wealth Advisors first reported a position in HI in Q3 2022 and held it in 3 quarters. The position peaked at $12.5K in Q1 2023. 276 funds tracked by Wall St. Rank hold HI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Hillenbrand position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 263 Hillenbrand shares in Q2 2023, an estimated $12.5K.
  • TCI Wealth Advisors first reported a position in Hillenbrand in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Hillenbrand position peaked at $12.5K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2023.

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