TCI Wealth Advisors’s Portland General Electric POR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-107	Closed	-$5.23K	–	1688
2023 Q1	$5.23K	Hold	107	–	–	﹤0.01%	1497
2022 Q4	$5.24K	Sell	107 -102	-49%	-$4.73K	﹤0.01%	1490
2022 Q3	$9K	Buy	209 +3	+1%	+$153	﹤0.01%	1092
2022 Q2	$10K	Hold	206	–	–	﹤0.01%	1028
2022 Q1	$11K	Hold	206	–	–	﹤0.01%	1056
2021 Q4	$11K	Hold	206	–	–	﹤0.01%	1110
2021 Q3	$10K	Hold	206	–	–	﹤0.01%	1114
2021 Q2	$9K	Buy	206 +104	+102%	+$5.11K	﹤0.01%	1056
2021 Q1	$5K	Buy	102 +72	+240%	+$3.14K	﹤0.01%	1294
2020 Q4	$1K	Buy	30 +4	+15%	+$163	﹤0.01%	1433
2020 Q3	$1K	Buy	+26	New	+$1.04K	﹤0.01%	1395
2019 Q4	–	Sell	-26	Closed	-$1K	–	1658
2019 Q3	$1K	Buy	+26	New	+$1.45K	﹤0.01%	1361

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Portland General Electric (POR) in Q2 2023, closing a stake of 107 shares — an estimated $5.23K sold.

TCI Wealth Advisors first reported a position in POR in Q3 2019 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 369 funds tracked by Wall St. Rank hold POR as of Q2 2023.

TCI Wealth Advisors reported no remaining Portland General Electric position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 107 Portland General Electric shares in Q2 2023, an estimated $5.23K.
TCI Wealth Advisors first reported a position in Portland General Electric in Q3 2019 and held it in 12 quarters.
TCI Wealth Advisors's Portland General Electric position peaked at $11K in Q1 2022.
369 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2023.

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