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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

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2023, closing a stake of 138 shares — an estimated $7.55K sold.

TCI Wealth Advisors first reported a position in NDAQ in Q4 2019 and held it in 14 quarters. The position peaked at $8.66K in Q4 2022. 694 funds tracked by Wall St. Rank hold NDAQ as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Nasdaq position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 138 Nasdaq shares in Q2 2023, an estimated $7.55K.
  • TCI Wealth Advisors first reported a position in Nasdaq in Q4 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Nasdaq position peaked at $8.66K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Nasdaq as of Q2 2023.

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