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TCI Wealth Advisors’s Iveda Solutions IVDA Stock Holding History

TCI Wealth Advisors’s Portfolio IVDA Stock Details IVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16
Closed -$167 – 1202
2023
Q1 		$167 Hold
16
– – ﹤0.01% 2356
2022
Q4 		$69 Hold
16
– – ﹤0.01% 2419
2022
Q3 		$0 Hold
16
– – ﹤0.01% 2420
2022
Q2 		$0 Buy
+16
New +$225 ﹤0.01% 2393

Other funds holding IVDA

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's IVDA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Iveda Solutions (IVDA) in Q2 2023, closing a stake of 16 shares — an estimated $167 sold.

TCI Wealth Advisors first reported a position in IVDA in Q2 2022 and held it in 4 quarters. The position peaked at $167 in Q1 2023. 9 funds tracked by Wall St. Rank hold IVDA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Iveda Solutions position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 16 Iveda Solutions shares in Q2 2023, an estimated $167.
  • TCI Wealth Advisors first reported a position in Iveda Solutions in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Iveda Solutions position peaked at $167 in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Iveda Solutions as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.