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

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return