TWA
HRI icon

TCI Wealth Advisors’s Herc Holdings HRI Stock Holding History

TCI Wealth Advisors’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-38
Closed -$4.33K – 1095
2023
Q1 		$4.33K Hold
38
– – ﹤0.01% 1629
2022
Q4 		$5K Hold
38
– – ﹤0.01% 1525
2022
Q3 		$4K Buy
38
+2
+6% +$222 ﹤0.01% 1610
2022
Q2 		$3K Sell
36
-76
-68% -$9.13K ﹤0.01% 1811
2022
Q1 		$19K Buy
112
+21
+23% +$3.32K ﹤0.01% 719
2021
Q4 		$14K Buy
91
+15
+20% +$2.65K ﹤0.01% 918
2021
Q3 		$12K Buy
76
+4
+6% +$507 ﹤0.01% 978
2021
Q2 		$8K Buy
72
+47
+188% +$4.97K ﹤0.01% 1108
2021
Q1 		$3K Buy
+25
New +$2.02K ﹤0.01% 1530
2016
Q2 		– Sell
-15
Closed – – 1332
2016
Q1 		$0 Sell
15
-20
-57% -$587 ﹤0.01% 1364
2015
Q4 		$1K Buy
35
+20
+133% +$1K ﹤0.01% 940
2015
Q3 		$1K Hold
15
– – ﹤0.01% 886
2015
Q2 		$1K Hold
15
– – ﹤0.01% 885
2015
Q1 		$1K Hold
15
– – ﹤0.01% 807
2014
Q4 		$1K Sell
15
-5
-25% -$338 ﹤0.01% 805
2014
Q3 		$2K Hold
20
– – ﹤0.01% 733
2014
Q2 		$2K Hold
20
– – ﹤0.01% 753
2014
Q1 		$2K Buy
20
+5
+33% +$403 ﹤0.01% 710
2013
Q4 		$1K Hold
15
– – ﹤0.01% 779
2013
Q3 		$1K Hold
15
– – ﹤0.01% 699
2013
Q2 		$1K Buy
+15
New +$1.1K ﹤0.01% 655

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return