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TCI Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TCI Wealth Advisors’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-180
Closed -$9K – 2407
2022
Q2 		$9K Buy
+180
New +$9.87K ﹤0.01% 1080
2021
Q1 		– Sell
-192
Closed -$11K – 2194
2020
Q4 		$11K Buy
+192
New +$10.5K ﹤0.01% 623

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

TCI Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2022, closing a stake of 180 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in IGM in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • TCI Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 180 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $9K.
  • TCI Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 2 quarters.
  • TCI Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $11K in Q4 2020.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

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