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TCI Wealth Advisors’s Medpace MEDP Stock Holding History

TCI Wealth Advisors’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-138
Closed -$26K – 1388
2023
Q1 		$26K Hold
138
– – ﹤0.01% 613
2022
Q4 		$29.3K Hold
138
– – ﹤0.01% 549
2022
Q3 		$22K Buy
138
+2
+1% +$319 ﹤0.01% 616
2022
Q2 		$20K Buy
136
+43
+46% +$6.22K ﹤0.01% 642
2022
Q1 		$16K Sell
93
-43
-32% -$7.09K ﹤0.01% 800
2021
Q4 		$30K Hold
136
– – ﹤0.01% 541
2021
Q3 		$26K Buy
136
+14
+11% +$2.55K ﹤0.01% 586
2021
Q2 		$22K Buy
122
+32
+36% +$5.52K ﹤0.01% 590
2021
Q1 		$15K Buy
90
+50
+125% +$7.65K 0.01% 657
2020
Q4 		$6K Buy
40
+6
+18% +$756 ﹤0.01% 813
2020
Q3 		$4K Hold
34
– – ﹤0.01% 860
2020
Q2 		$3K Hold
34
– – ﹤0.01% 923
2020
Q1 		$2K Buy
+34
New +$2.95K ﹤0.01% 1037
2019
Q4 		– Sell
-8
Closed -$1K – 1632
2019
Q3 		$1K Buy
+8
New +$604 ﹤0.01% 1333

Other funds holding MEDP

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Medpace (MEDP) in Q2 2023, closing a stake of 138 shares — an estimated $26K sold.

TCI Wealth Advisors first reported a position in MEDP in Q3 2019 and held it in 14 quarters. The position peaked at $30K in Q4 2021. 464 funds tracked by Wall St. Rank hold MEDP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Medpace position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 138 Medpace shares in Q2 2023, an estimated $26K.
  • TCI Wealth Advisors first reported a position in Medpace in Q3 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Medpace position peaked at $30K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Medpace as of Q2 2023.

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