TCI Wealth Advisors’s MODEL N, INC. MODN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-156	Closed	-$5K	–	2520
2021 Q4	$5K	Buy	+156	New	+$4.88K	﹤0.01%	1748
2021 Q2	–	Sell	-51	Closed	-$2K	–	2488
2021 Q1	$2K	Buy	+51	New	+$1.96K	﹤0.01%	1952

Other funds holding MODN

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

TCI Wealth Advisors's MODN Position: Q1 2022 in Review

TCI Wealth Advisors sold out of MODEL N, INC. (MODN) in Q1 2022, closing a stake of 156 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in MODN in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 136 funds tracked by Wall St. Rank hold MODN as of Q1 2022.

TCI Wealth Advisors reported no remaining MODEL N, INC. position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 156 MODEL N, INC. shares in Q1 2022, an estimated $5K.
TCI Wealth Advisors first reported a position in MODEL N, INC. in Q1 2021 and held it in 2 quarters.
TCI Wealth Advisors's MODEL N, INC. position peaked at $5K in Q4 2021.
136 funds tracked by Wall St. Rank held MODEL N, INC. as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.