TCI Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-638	Closed	-$10K	–	2641
2022 Q1	$10K	Buy	638 +86	+16%	+$1.41K	﹤0.01%	1132
2021 Q4	$8K	Buy	552 +468	+557%	+$7.2K	﹤0.01%	1388
2021 Q3	$1K	Sell	84 -279	-77%	-$3.89K	﹤0.01%	2352
2021 Q2	$5K	Buy	363 +63	+21%	+$930	﹤0.01%	1517
2021 Q1	$4K	Buy	300 +216	+257%	+$2.79K	﹤0.01%	1464
2020 Q4	$1K	Hold	84	–	–	﹤0.01%	1507
2020 Q3	$1K	Buy	+84	New	+$669	﹤0.01%	1497

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 638 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in ISBC in Q3 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

TCI Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 638 Investors Bancorp, Inc. shares in Q2 2022, an estimated $10K.
TCI Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q3 2020 and held it in 7 quarters.
TCI Wealth Advisors's Investors Bancorp, Inc. position peaked at $10K in Q1 2022.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

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