TCI Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,200	Closed	-$57K	–	2576
2022 Q3	$57K	Buy	1,200 +1,110	+1,233%	+$57.6K	0.01%	331
2022 Q2	$5K	Buy	+90	New	+$4.91K	﹤0.01%	1490
2021 Q1	–	Sell	-270	Closed	-$15K	–	2195
2020 Q4	$15K	Buy	+270	New	+$14.1K	0.01%	553

Other funds holding IHI

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

TCI Wealth Advisors's IHI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 1,200 shares — an estimated $57K sold.

TCI Wealth Advisors first reported a position in IHI in Q4 2020 and held it in 3 quarters. The position peaked at $57K in Q3 2022. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

TCI Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 1,200 iShares US Medical Devices ETF shares in Q4 2022, an estimated $57K.
TCI Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 3 quarters.
TCI Wealth Advisors's iShares US Medical Devices ETF position peaked at $57K in Q3 2022.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.