TCI Wealth Advisors’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-138	Closed	-$7.55K	–	1479
2023 Q1	$7.55K	Sell	138 -3	-2%	-$173	﹤0.01%	1249
2022 Q4	$8.66K	Buy	141 +9	+7%	+$561	﹤0.01%	1165
2022 Q3	$7K	Buy	132 +12	+10%	+$706	﹤0.01%	1271
2022 Q2	$6K	Sell	120 -3	-2%	-$159	﹤0.01%	1376
2022 Q1	$8K	Buy	123 +3	+3%	+$177	﹤0.01%	1263
2021 Q4	$8K	Hold	120	–	–	﹤0.01%	1342
2021 Q3	$8K	Hold	120	–	–	﹤0.01%	1271
2021 Q2	$7K	Buy	120 +12	+11%	+$660	﹤0.01%	1221
2021 Q1	$5K	Buy	108 +96	+800%	+$4.56K	﹤0.01%	1278
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1413
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1608
2020 Q2	$0	Hold	12	–	–	﹤0.01%	1603
2020 Q1	$0	Hold	12	–	–	﹤0.01%	1660
2019 Q4	$0	Buy	+12	New	+$409	﹤0.01%	1639

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

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

Massachusetts Financial Services

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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