TCI Wealth Advisors’s MBIA MBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-356	Closed	-$3.3K	–	1374
2023 Q1	$3.3K	Buy	356 +161	+83%	+$1.92K	﹤0.01%	1805
2022 Q4	$2.51K	Hold	195	–	–	﹤0.01%	1920
2022 Q3	$2K	Hold	195	–	–	﹤0.01%	1956
2022 Q2	$2K	Hold	195	–	–	﹤0.01%	2014
2022 Q1	$3K	Hold	195	–	–	﹤0.01%	1893
2021 Q4	$3K	Hold	195	–	–	﹤0.01%	2012
2021 Q3	$3K	Hold	195	–	–	﹤0.01%	1963
2021 Q2	$2K	Buy	+195	New	+$1.94K	﹤0.01%	2044

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCI Wealth Advisors sold out of MBIA (MBI) in Q2 2023, closing a stake of 356 shares — an estimated $3.3K sold.

TCI Wealth Advisors first reported a position in MBI in Q2 2021 and held it in 8 quarters. The position peaked at $3.3K in Q1 2023. 121 funds tracked by Wall St. Rank hold MBI as of Q2 2023.

TCI Wealth Advisors reported no remaining MBIA position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 356 MBIA shares in Q2 2023, an estimated $3.3K.
TCI Wealth Advisors first reported a position in MBIA in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's MBIA position peaked at $3.3K in Q1 2023.
121 funds tracked by Wall St. Rank held MBIA as of Q2 2023.

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