TCI Wealth Advisors’s Houghton Mifflin Harcourt Company HMHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-561	Closed	-$9K	–	2574
2021 Q4	$9K	Buy	561 +51	+10%	+$775	﹤0.01%	1293
2021 Q3	$7K	Buy	510 +259	+103%	+$3.26K	﹤0.01%	1411
2021 Q2	$3K	Buy	+251	New	+$2.36K	﹤0.01%	1919
2018 Q4	–	Sell	-50	Closed	–	–	1732
2018 Q3	$0	Sell	50 -103	-67%	-$695	﹤0.01%	1637
2018 Q2	$1K	Buy	+153	New	+$1.09K	﹤0.01%	1438

Other funds holding HMHC

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

TCI Wealth Advisors's HMHC Position: Q1 2022 in Review

TCI Wealth Advisors sold out of Houghton Mifflin Harcourt Company (HMHC) in Q1 2022, closing a stake of 561 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in HMHC in Q2 2018 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 193 funds tracked by Wall St. Rank hold HMHC as of Q1 2022.

TCI Wealth Advisors reported no remaining Houghton Mifflin Harcourt Company position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 561 Houghton Mifflin Harcourt Company shares in Q1 2022, an estimated $9K.
TCI Wealth Advisors first reported a position in Houghton Mifflin Harcourt Company in Q2 2018 and held it in 5 quarters.
TCI Wealth Advisors's Houghton Mifflin Harcourt Company position peaked at $9K in Q4 2021.
193 funds tracked by Wall St. Rank held Houghton Mifflin Harcourt Company as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.