TCI Wealth Advisors’s Ribbon Communications RBBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,676	Closed	-$4K	–	2628
2022 Q3	$4K	Hold	1,676	–	–	﹤0.01%	1660
2022 Q2	$5K	Hold	1,676	–	–	﹤0.01%	1524
2022 Q1	$5K	Buy	+1,676	New	+$6.87K	﹤0.01%	1585
2021 Q2	–	Sell	-236	Closed	-$2K	–	2432
2021 Q1	$2K	Buy	+236	New	+$1.95K	﹤0.01%	1861

Other funds holding RBBN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

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

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

TCI Wealth Advisors's RBBN Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Ribbon Communications (RBBN) in Q4 2022, closing a stake of 1,676 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in RBBN in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 130 funds tracked by Wall St. Rank hold RBBN as of Q4 2022.

TCI Wealth Advisors reported no remaining Ribbon Communications position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 1,676 Ribbon Communications shares in Q4 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in Ribbon Communications in Q1 2021 and held it in 4 quarters.
TCI Wealth Advisors's Ribbon Communications position peaked at $5K in Q2 2022.
130 funds tracked by Wall St. Rank held Ribbon Communications as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.