TWA
MC icon

TCI Wealth Advisors’s Moelis & Co MC Stock Holding History

TCI Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-139
Closed -$5.34K – 1375
2023
Q1 		$5.34K Hold
139
– – ﹤0.01% 1482
2022
Q4 		$5.33K Sell
139
-131
-49% -$5.32K ﹤0.01% 1480
2022
Q3 		$9K Buy
+270
New +$11.3K ﹤0.01% 1079
2022
Q1 		– Sell
-218
Closed -$14K – 2356
2021
Q4 		$14K Hold
218
– – ﹤0.01% 922
2021
Q3 		$13K Buy
+218
New +$13.1K ﹤0.01% 922
2021
Q2 		– Sell
-37
Closed -$2K – 2395
2021
Q1 		$2K Buy
+37
New +$1.98K ﹤0.01% 1804

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return