TWA
IAS

TCI Wealth Advisors’s Integral Ad Science IAS Stock Holding History

TCI Wealth Advisors’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-419
Closed -$5.98K – 1123
2023
Q1 		$5.98K Hold
419
– – ﹤0.01% 1405
2022
Q4 		$3.68K Buy
+419
New +$3.56K ﹤0.01% 1729
2022
Q3 		– Sell
-305
Closed -$3K – 2398
2022
Q2 		$3K Buy
305
+20
+7% +$239 ﹤0.01% 1813
2022
Q1 		$4K Buy
285
+92
+48% +$1.57K ﹤0.01% 1716
2021
Q4 		$4K Buy
+193
New +$4.39K ﹤0.01% 1831

Other funds holding IAS

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $293M AUM 68.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Integral Ad Science (IAS) in Q2 2023, closing a stake of 419 shares — an estimated $5.98K sold.

TCI Wealth Advisors first reported a position in IAS in Q4 2021 and held it in 5 quarters. The position peaked at $5.98K in Q1 2023. 168 funds tracked by Wall St. Rank hold IAS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Integral Ad Science position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 419 Integral Ad Science shares in Q2 2023, an estimated $5.98K.
  • TCI Wealth Advisors first reported a position in Integral Ad Science in Q4 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Integral Ad Science position peaked at $5.98K in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Integral Ad Science as of Q2 2023.

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