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TCI Wealth Advisors’s OneSpaWorld OSW Stock Holding History

TCI Wealth Advisors’s Portfolio OSW Stock Details OSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-397
Closed -$4K – 2454
2022
Q1 		$4K Hold
397
– – ﹤0.01% 1759
2021
Q4 		$4K Buy
+397
New +$4.22K ﹤0.01% 1869

Other funds holding OSW

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

TCI Wealth Advisors's OSW Position: Q2 2022 in Review

TCI Wealth Advisors sold out of OneSpaWorld (OSW) in Q2 2022, closing a stake of 397 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in OSW in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 117 funds tracked by Wall St. Rank hold OSW as of Q2 2022.

  • TCI Wealth Advisors reported no remaining OneSpaWorld position as of Q2 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 397 OneSpaWorld shares in Q2 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in OneSpaWorld in Q4 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's OneSpaWorld position peaked at $4K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held OneSpaWorld as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.