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TCI Wealth Advisors’s Marqeta MQ Stock Holding History

TCI Wealth Advisors’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-265
Closed -$4.84K – 1433
2023
Q1 		$4.84K Buy
265
+26
+11% +$580 ﹤0.01% 1554
2022
Q4 		$5.85K Buy
+239
New +$6.53K ﹤0.01% 1419
2022
Q3 		– Sell
-223
Closed -$7K – 2466
2022
Q2 		$7K Buy
+223
New +$8.77K ﹤0.01% 1260

Other funds holding MQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
VI
Visa Inc San Francisco, California $89.1M AUM 1.85% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Marqeta (MQ) in Q2 2023, closing a stake of 265 shares — an estimated $4.84K sold.

TCI Wealth Advisors first reported a position in MQ in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 257 funds tracked by Wall St. Rank hold MQ as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Marqeta position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 265 Marqeta shares in Q2 2023, an estimated $4.84K.
  • TCI Wealth Advisors first reported a position in Marqeta in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Marqeta position peaked at $7K in Q2 2022.
  • 257 funds tracked by Wall St. Rank held Marqeta as of Q2 2023.

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