TCI Wealth Advisors’s Oil States International OIS Stock Holding History

TCI Wealth Advisors’s Portfolio OIS Stock Details OIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-727	Closed	-$6.06K	–	1568
2023 Q1	$6.06K	Buy	727 +103	+17%	+$873	﹤0.01%	1398
2022 Q4	$4.66K	Sell	624 -51	-8%	-$316	﹤0.01%	1577
2022 Q3	$3K	Sell	675 -499	-43%	-$2.38K	﹤0.01%	1808
2022 Q2	$6K	Sell	1,174 -202	-15%	-$1.41K	﹤0.01%	1379
2022 Q1	$9K	Hold	1,376	–	–	﹤0.01%	1175
2021 Q4	$7K	Sell	1,376 -349	-20%	-$2.05K	﹤0.01%	1441
2021 Q3	$11K	Buy	1,725 +805	+88%	+$4.84K	﹤0.01%	1045
2021 Q2	$7K	Buy	920 +296	+47%	+$1.98K	﹤0.01%	1225
2021 Q1	$4K	Hold	624	–	–	﹤0.01%	1399
2020 Q4	$3K	Hold	624	–	–	﹤0.01%	1115
2020 Q3	$2K	Hold	624	–	–	﹤0.01%	1147
2020 Q2	$3K	Buy	624 +158	+34%	+$607	﹤0.01%	940
2020 Q1	$1K	Buy	+466	New	+$4.28K	﹤0.01%	1302
2019 Q4	–	Sell	-96	Closed	-$1K	–	1646
2019 Q3	$1K	Sell	96 -78	-45%	-$1.12K	﹤0.01%	1348
2019 Q2	$3K	Hold	174	–	–	﹤0.01%	916
2019 Q1	$3K	Hold	174	–	–	﹤0.01%	926
2018 Q4	$2K	Buy	+174	New	+$4K	﹤0.01%	1029

Other funds holding OIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Oil States International (OIS) in Q2 2023, closing a stake of 727 shares — an estimated $6.06K sold.

TCI Wealth Advisors first reported a position in OIS in Q4 2018 and held it in 17 quarters. The position peaked at $11K in Q3 2021. 172 funds tracked by Wall St. Rank hold OIS as of Q2 2023.

TCI Wealth Advisors reported no remaining Oil States International position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 727 Oil States International shares in Q2 2023, an estimated $6.06K.
TCI Wealth Advisors first reported a position in Oil States International in Q4 2018 and held it in 17 quarters.
TCI Wealth Advisors's Oil States International position peaked at $11K in Q3 2021.
172 funds tracked by Wall St. Rank held Oil States International as of Q2 2023.

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