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TCI Wealth Advisors’s Cloudflare NET Stock Holding History

TCI Wealth Advisors’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,500
Closed -$169K – 2446
2021
Q3 		$169K Sell
1,500
-6,000
-80% -$717K 0.03% 206
2021
Q2 		$794K Buy
+7,500
New +$621K 0.13% 74
2021
Q1 		– Sell
-10,000
Closed -$760K – 2210
2020
Q4 		$760K Buy
+10,000
New +$656K 0.34% 65

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Cloudflare (NET) in Q2 2023, closing a stake of 477 shares — an estimated $29.4K sold.

TCI Wealth Advisors first reported a position in NET in Q1 2022 and held it in 4 quarters. The position peaked at $46K in Q3 2022. 559 funds tracked by Wall St. Rank hold NET as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Cloudflare position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 477 Cloudflare shares in Q2 2023, an estimated $29.4K.
  • TCI Wealth Advisors first reported a position in Cloudflare in Q1 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Cloudflare position peaked at $46K in Q3 2022.
  • 559 funds tracked by Wall St. Rank held Cloudflare as of Q2 2023.

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