TWA
OGS icon

TCI Wealth Advisors’s ONE Gas OGS Stock Holding History

TCI Wealth Advisors’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-108
Closed -$8.56K – 1566
2023
Q1 		$8.56K Hold
108
– – ﹤0.01% 1181
2022
Q4 		$8.18K Sell
108
-142
-57% -$11K ﹤0.01% 1217
2022
Q3 		$18K Buy
250
+49
+24% +$3.95K ﹤0.01% 708
2022
Q2 		$16K Buy
201
+96
+91% +$8.22K ﹤0.01% 740
2022
Q1 		$9K Hold
105
– – ﹤0.01% 1173
2021
Q4 		$8K Sell
105
-9
-8% -$627 ﹤0.01% 1349
2021
Q3 		$7K Buy
114
+46
+68% +$3.28K ﹤0.01% 1374
2021
Q2 		$5K Buy
68
+36
+113% +$2.77K ﹤0.01% 1464
2021
Q1 		$2K Buy
+32
New +$2.33K ﹤0.01% 1826
2020
Q3 		– Sell
-30
Closed -$2K – 1618
2020
Q2 		$2K Hold
30
– – ﹤0.01% 1090
2020
Q1 		$3K Hold
30
– – ﹤0.01% 905
2019
Q4 		$3K Hold
30
– – ﹤0.01% 1036
2019
Q3 		$3K Buy
+30
New +$2.74K ﹤0.01% 971

Other funds holding OGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TCI Wealth Advisors sold out of ONE Gas (OGS) in Q2 2023, closing a stake of 108 shares — an estimated $8.56K sold.

TCI Wealth Advisors first reported a position in OGS in Q3 2019 and held it in 13 quarters. The position peaked at $18K in Q3 2022. 338 funds tracked by Wall St. Rank hold OGS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining ONE Gas position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 108 ONE Gas shares in Q2 2023, an estimated $8.56K.
  • TCI Wealth Advisors first reported a position in ONE Gas in Q3 2019 and held it in 13 quarters.
  • TCI Wealth Advisors's ONE Gas position peaked at $18K in Q3 2022.
  • 338 funds tracked by Wall St. Rank held ONE Gas as of Q2 2023.

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