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TCI Wealth Advisors’s New Fortress Energy NFE Stock Holding History

TCI Wealth Advisors’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-251
Closed -$7.39K – 1490
2023
Q1 		$7.39K Sell
251
-81
-24% -$2.86K ﹤0.01% 1269
2022
Q4 		$14.1K Sell
332
-1
-0.3% -$48 ﹤0.01% 863
2022
Q3 		$15K Buy
333
+3
+0.9% +$151 ﹤0.01% 802
2022
Q2 		$13K Buy
330
+80
+32% +$3.45K ﹤0.01% 861
2022
Q1 		$11K Buy
+250
New +$6.74K ﹤0.01% 1051

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCI Wealth Advisors sold out of New Fortress Energy (NFE) in Q2 2023, closing a stake of 251 shares — an estimated $7.39K sold.

TCI Wealth Advisors first reported a position in NFE in Q1 2022 and held it in 5 quarters. The position peaked at $15K in Q3 2022. 235 funds tracked by Wall St. Rank hold NFE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining New Fortress Energy position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 251 New Fortress Energy shares in Q2 2023, an estimated $7.39K.
  • TCI Wealth Advisors first reported a position in New Fortress Energy in Q1 2022 and held it in 5 quarters.
  • TCI Wealth Advisors's New Fortress Energy position peaked at $15K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2023.

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