TWA
HSII

TCI Wealth Advisors’s Heidrick & Struggles HSII Stock Holding History

TCI Wealth Advisors’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-166
Closed -$5.04K – 1100
2023
Q1 		$5.04K Hold
166
– – ﹤0.01% 1522
2022
Q4 		$4.64K Hold
166
– – ﹤0.01% 1579
2022
Q3 		$4K Buy
166
+134
+419% +$3.96K ﹤0.01% 1611
2022
Q2 		$1K Sell
32
-115
-78% -$3.95K ﹤0.01% 2147
2022
Q1 		$6K Buy
147
+115
+359% +$4.86K ﹤0.01% 1422
2021
Q4 		$1K Hold
32
– – ﹤0.01% 2202
2021
Q3 		$1K Hold
32
– – ﹤0.01% 2272
2021
Q2 		$1K Hold
32
– – ﹤0.01% 2216
2021
Q1 		$1K Hold
32
– – ﹤0.01% 2075
2020
Q4 		$1K Hold
32
– – ﹤0.01% 1391
2020
Q3 		$1K Sell
32
-11
-26% -$231 ﹤0.01% 1335
2020
Q2 		$1K Hold
43
– – ﹤0.01% 1265
2020
Q1 		$1K Buy
43
+11
+34% +$292 ﹤0.01% 1253
2019
Q4 		$1K Hold
32
– – ﹤0.01% 1349
2019
Q3 		$1K Sell
32
-23
-42% -$647 ﹤0.01% 1299
2019
Q2 		$2K Hold
55
– – ﹤0.01% 1020
2019
Q1 		$2K Hold
55
– – ﹤0.01% 1035
2018
Q4 		$2K Buy
55
+23
+72% +$753 ﹤0.01% 1003
2018
Q3 		$1K Hold
32
– – ﹤0.01% 1233
2018
Q2 		$1K Hold
32
– – ﹤0.01% 1300
2018
Q1 		$1K Hold
32
– – ﹤0.01% 1150
2017
Q4 		$1K Hold
32
– – ﹤0.01% 1201
2017
Q3 		$1K Buy
+32
New +$624 ﹤0.01% 1124

Other funds holding HSII

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Heidrick & Struggles (HSII) in Q2 2023, closing a stake of 166 shares — an estimated $5.04K sold.

TCI Wealth Advisors first reported a position in HSII in Q3 2017 and held it in 23 quarters. The position peaked at $6K in Q1 2022. 161 funds tracked by Wall St. Rank hold HSII as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Heidrick & Struggles position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 166 Heidrick & Struggles shares in Q2 2023, an estimated $5.04K.
  • TCI Wealth Advisors first reported a position in Heidrick & Struggles in Q3 2017 and held it in 23 quarters.
  • TCI Wealth Advisors's Heidrick & Struggles position peaked at $6K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q2 2023.

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