TCI Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,450	Closed	-$40K	–	1801
2023 Q1	$40K	Hold	1,450	–	–	0.01%	488
2022 Q4	$39.9K	Hold	1,450	–	–	0.01%	466
2022 Q3	$38K	Hold	1,450	–	–	0.01%	447
2022 Q2	$41K	Hold	1,450	–	–	0.01%	426
2022 Q1	$45K	Hold	1,450	–	–	0.01%	434
2021 Q4	$39K	Hold	1,450	–	–	0.01%	469
2021 Q3	$41K	Hold	1,450	–	–	0.01%	478
2021 Q2	$41K	Hold	1,450	–	–	0.01%	447
2021 Q1	$39K	Hold	1,450	–	–	0.02%	407
2020 Q4	$36K	Hold	1,450	–	–	0.02%	391
2020 Q3	$32K	Hold	1,450	–	–	0.01%	378
2020 Q2	$31K	Hold	1,450	–	–	0.01%	379
2020 Q1	$28K	Hold	1,450	–	–	0.01%	404
2019 Q4	$37K	Hold	1,450	–	–	0.01%	442
2019 Q3	$36K	Hold	1,450	–	–	0.02%	387
2019 Q2	$37K	Hold	1,450	–	–	0.02%	362
2019 Q1	$36K	Hold	1,450	–	–	0.02%	399
2018 Q4	$33K	Hold	1,450	–	–	0.02%	384
2018 Q3	$38K	Hold	1,450	–	–	0.02%	387
2018 Q2	$39K	Hold	1,450	–	–	0.02%	365
2018 Q1	$38K	Hold	1,450	–	–	0.02%	369
2017 Q4	$38K	Hold	1,450	–	–	0.02%	383
2017 Q3	$36K	Hold	1,450	–	–	0.02%	363
2017 Q2	$35K	Hold	1,450	–	–	0.02%	371
2017 Q1	$36K	Hold	1,450	–	–	0.02%	348
2016 Q4	$35K	Buy	+1,450	New	+$35.1K	0.02%	386

Other funds holding RLY

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TCI Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 1,450 shares — an estimated $40K sold.

TCI Wealth Advisors first reported a position in RLY in Q4 2016 and held it in 26 quarters. The position peaked at $45K in Q1 2022. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,450 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $40K.
TCI Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2016 and held it in 26 quarters.
TCI Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $45K in Q1 2022.
99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.

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