TCI Wealth Advisors’s IES Holdings IESC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-80	Closed	-$3K	–	2387
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	1883
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	1833
2021 Q3	$4K	Buy	+80	New	+$3.89K	﹤0.01%	1760

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's IESC Position: Q2 2022 in Review

TCI Wealth Advisors sold out of IES Holdings (IESC) in Q2 2022, closing a stake of 80 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in IESC in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 81 funds tracked by Wall St. Rank hold IESC as of Q2 2022.

TCI Wealth Advisors reported no remaining IES Holdings position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 80 IES Holdings shares in Q2 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in IES Holdings in Q3 2021 and held it in 3 quarters.
TCI Wealth Advisors's IES Holdings position peaked at $4K in Q4 2021.
81 funds tracked by Wall St. Rank held IES Holdings as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.