TWA
RESP

TCI Wealth Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

TCI Wealth Advisors’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$8K – 2688
2022
Q3 		$8K Buy
+200
New +$8.54K ﹤0.01% 1202

Other funds holding RESP

COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

TCI Wealth Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q4 2022, closing a stake of 200 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in RESP in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 36 funds tracked by Wall St. Rank hold RESP as of Q4 2022.

  • TCI Wealth Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 200 WisdomTree U.S. ESG Fund shares in Q4 2022, an estimated $8K.
  • TCI Wealth Advisors first reported a position in WisdomTree U.S. ESG Fund in Q3 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's WisdomTree U.S. ESG Fund position peaked at $8K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q4 2022.

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