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TCI Wealth Advisors’s PrimeEnergy Resources PNRG Stock Holding History

TCI Wealth Advisors’s Portfolio PNRG Stock Details PNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-477
Closed -$40.1K – 1685
2023
Q1 		$40.1K Buy
+477
New +$42.4K 0.01% 485

Other funds holding PNRG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCI Wealth Advisors sold out of PrimeEnergy Resources (PNRG) in Q2 2023, closing a stake of 477 shares — an estimated $40.1K sold.

TCI Wealth Advisors first reported a position in PNRG in Q1 2023 and held it in 1 quarter. The position peaked at $40.1K in Q1 2023. 41 funds tracked by Wall St. Rank hold PNRG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining PrimeEnergy Resources position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 477 PrimeEnergy Resources shares in Q2 2023, an estimated $40.1K.
  • TCI Wealth Advisors first reported a position in PrimeEnergy Resources in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's PrimeEnergy Resources position peaked at $40.1K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q2 2023.

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