TWA
NXRT

TCI Wealth Advisors’s NexPoint Residential Trust NXRT Stock Holding History

TCI Wealth Advisors’s Portfolio NXRT Stock Details NXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-226
Closed -$10K – 2605
2022
Q3 		$10K Buy
+226
New +$13K ﹤0.01% 1026
2022
Q2 		– Sell
-62
Closed -$6K – 2446
2022
Q1 		$6K Hold
62
– – ﹤0.01% 1442
2021
Q4 		$5K Hold
62
– – ﹤0.01% 1692
2021
Q3 		$4K Buy
+62
New +$3.77K ﹤0.01% 1786

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TCI Wealth Advisors's NXRT Position: Q4 2022 in Review

TCI Wealth Advisors sold out of NexPoint Residential Trust (NXRT) in Q4 2022, closing a stake of 226 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in NXRT in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q3 2022. 192 funds tracked by Wall St. Rank hold NXRT as of Q4 2022.

  • TCI Wealth Advisors reported no remaining NexPoint Residential Trust position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 226 NexPoint Residential Trust shares in Q4 2022, an estimated $10K.
  • TCI Wealth Advisors first reported a position in NexPoint Residential Trust in Q3 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's NexPoint Residential Trust position peaked at $10K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.