TCI Wealth Advisors’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-96	Closed	-$19.5K	–	1428
2023 Q1	$19.5K	Hold	96	–	–	﹤0.01%	720
2022 Q4	$20.8K	Buy	96 +65	+210%	+$14.8K	﹤0.01%	687
2022 Q3	$7K	Buy	31 +3	+11%	+$713	﹤0.01%	1269
2022 Q2	$7K	Hold	28	–	–	﹤0.01%	1259
2022 Q1	$8K	Hold	28	–	–	﹤0.01%	1262
2021 Q4	$10K	Hold	28	–	–	﹤0.01%	1179
2021 Q3	$7K	Hold	28	–	–	﹤0.01%	1366
2021 Q2	$7K	Hold	28	–	–	﹤0.01%	1219
2021 Q1	$6K	Hold	28	–	–	﹤0.01%	1159
2020 Q4	$6K	Hold	28	–	–	﹤0.01%	815
2020 Q3	$4K	Hold	28	–	–	﹤0.01%	862
2020 Q2	$4K	Hold	28	–	–	﹤0.01%	819
2020 Q1	$3K	Buy	+28	New	+$4.06K	﹤0.01%	895

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Morningstar (MORN) in Q2 2023, closing a stake of 96 shares — an estimated $19.5K sold.

TCI Wealth Advisors first reported a position in MORN in Q1 2020 and held it in 13 quarters. The position peaked at $20.8K in Q4 2022. 293 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

TCI Wealth Advisors reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 96 Morningstar shares in Q2 2023, an estimated $19.5K.
TCI Wealth Advisors first reported a position in Morningstar in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Morningstar position peaked at $20.8K in Q4 2022.
293 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

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