TCI Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-180	Closed	-$15K	–	2405
2022 Q2	$15K	Buy	+180	New	+$15.9K	﹤0.01%	766
2021 Q1	–	Sell	-70	Closed	-$5K	–	2191
2020 Q4	$5K	Buy	+70	New	+$5.45K	﹤0.01%	873
2014 Q2	–	Sell	-70	Closed	-$4K	–	910
2014 Q1	$4K	Hold	70	–	–	﹤0.01%	599
2013 Q4	$3K	Buy	+70	New	+$3.36K	﹤0.01%	650

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

TCI Wealth Advisors's IDU Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2022, closing a stake of 180 shares — an estimated $15K sold.

TCI Wealth Advisors first reported a position in IDU in Q4 2013 and held it in 4 quarters. The position peaked at $15K in Q2 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

TCI Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 180 iShares US Utilities ETF shares in Q3 2022, an estimated $15K.
TCI Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 4 quarters.
TCI Wealth Advisors's iShares US Utilities ETF position peaked at $15K in Q2 2022.
222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.