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TCI Wealth Advisors’s ePlus PLUS Stock Holding History

TCI Wealth Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-95
Closed -$4.66K – 1676
2023
Q1 		$4.66K Hold
95
– – ﹤0.01% 1579
2022
Q4 		$4.21K Buy
+95
New +$4.43K ﹤0.01% 1641
2022
Q3 		– Sell
-89
Closed -$5K – 2512
2022
Q2 		$5K Buy
+89
New +$4.98K ﹤0.01% 1521

Other funds holding PLUS

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

TCI Wealth Advisors sold out of ePlus (PLUS) in Q2 2023, closing a stake of 95 shares — an estimated $4.66K sold.

TCI Wealth Advisors first reported a position in PLUS in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 196 funds tracked by Wall St. Rank hold PLUS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining ePlus position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 95 ePlus shares in Q2 2023, an estimated $4.66K.
  • TCI Wealth Advisors first reported a position in ePlus in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's ePlus position peaked at $5K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held ePlus as of Q2 2023.

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