TCI Wealth Advisors’s Palomar PLMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$56	–	1670
2023 Q1	$56	Buy	+1	New	+$54	﹤0.01%	2440
2022 Q4	–	Sell	-64	Closed	-$5K	–	2621
2022 Q3	$5K	Buy	64 +1	+2%	+$73	﹤0.01%	1504
2022 Q2	$4K	Hold	63	–	–	﹤0.01%	1675
2022 Q1	$4K	Sell	63 -15	-19%	-$852	﹤0.01%	1764
2021 Q4	$5K	Hold	78	–	–	﹤0.01%	1698
2021 Q3	$6K	Hold	78	–	–	﹤0.01%	1494
2021 Q2	$6K	Buy	+78	New	+$5.62K	﹤0.01%	1346

Other funds holding PLMR

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Palomar (PLMR) in Q2 2023, closing a stake of 1 share — an estimated $56 sold.

TCI Wealth Advisors first reported a position in PLMR in Q2 2021 and held it in 7 quarters. The position peaked at $6K in Q3 2021. 176 funds tracked by Wall St. Rank hold PLMR as of Q2 2023.

TCI Wealth Advisors reported no remaining Palomar position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Palomar share in Q2 2023, an estimated $56.
TCI Wealth Advisors first reported a position in Palomar in Q2 2021 and held it in 7 quarters.
TCI Wealth Advisors's Palomar position peaked at $6K in Q3 2021.
176 funds tracked by Wall St. Rank held Palomar as of Q2 2023.

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