TWA
LTC

TCI Wealth Advisors’s LTC Properties LTC Stock Holding History

TCI Wealth Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-279
Closed -$9.91K – 2590
2022
Q4 		$9.91K Buy
279
+137
+96% +$5.21K ﹤0.01% 1071
2022
Q3 		$5K Sell
142
-4
-3% -$167 ﹤0.01% 1482
2022
Q2 		$6K Buy
146
+25
+21% +$923 ﹤0.01% 1370
2022
Q1 		$5K Buy
+121
New +$4.28K ﹤0.01% 1569
2021
Q3 		– Sell
-95
Closed -$4K – 2488
2021
Q2 		$4K Hold
95
– – ﹤0.01% 1597
2021
Q1 		$4K Sell
95
-3
-3% -$124 ﹤0.01% 1387
2020
Q4 		$4K Buy
+98
New +$3.6K ﹤0.01% 980
2020
Q1 		– Sell
-333
Closed -$15K – 1646
2019
Q4 		$15K Buy
+333
New +$16K 0.01% 621
2018
Q1 		– Sell
-21
Closed -$1K – 1405
2017
Q4 		$1K Hold
21
– – ﹤0.01% 1226
2017
Q3 		$1K Hold
21
– – ﹤0.01% 1151
2017
Q2 		$1K Hold
21
– – ﹤0.01% 1165
2017
Q1 		$1K Sell
21
-40
-66% -$1.87K ﹤0.01% 1123
2016
Q4 		$3K Hold
61
– – ﹤0.01% 915
2016
Q3 		$3K Hold
61
– – ﹤0.01% 871
2016
Q2 		$3K Sell
61
-238
-80% -$11.3K ﹤0.01% 844
2016
Q1 		$14K Hold
299
– – 0.01% 508
2015
Q4 		$13K Hold
299
– – 0.01% 516
2015
Q3 		$13K Hold
299
– – 0.01% 462
2015
Q2 		$12K Hold
299
– – 0.01% 488
2015
Q1 		$14K Hold
299
– – 0.01% 404
2014
Q4 		$13K Hold
299
– – 0.01% 414
2014
Q3 		$11K Hold
299
– – 0.01% 425
2014
Q2 		$12K Sell
299
-69
-19% -$2.69K 0.01% 437
2014
Q1 		$14K Hold
368
– – 0.01% 372
2013
Q4 		$13K Hold
368
– – 0.01% 386
2013
Q3 		$14K Hold
368
– – 0.01% 326
2013
Q2 		$14K Buy
+368
New +$16K 0.01% 332

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

TCI Wealth Advisors's LTC Position: Q1 2023 in Review

TCI Wealth Advisors sold out of LTC Properties (LTC) in Q1 2023, closing a stake of 279 shares — an estimated $9.91K sold.

TCI Wealth Advisors first reported a position in LTC in Q2 2013 and held it in 27 quarters. The position peaked at $15K in Q4 2019. 227 funds tracked by Wall St. Rank hold LTC as of Q1 2023.

  • TCI Wealth Advisors reported no remaining LTC Properties position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 279 LTC Properties shares in Q1 2023, an estimated $9.91K.
  • TCI Wealth Advisors first reported a position in LTC Properties in Q2 2013 and held it in 27 quarters.
  • TCI Wealth Advisors's LTC Properties position peaked at $15K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held LTC Properties as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.