TWA
SASR

TCI Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

TCI Wealth Advisors’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$26 – 2350
2023
Q1 		$26 Sell
1
-326
-100% -$10.5K ﹤0.01% 2478
2022
Q4 		$11.5K Hold
327
– – ﹤0.01% 974
2022
Q3 		$12K Buy
327
+2
+0.6% +$79 ﹤0.01% 941
2022
Q2 		$13K Hold
325
– – ﹤0.01% 876
2022
Q1 		$15K Hold
325
– – ﹤0.01% 851
2021
Q4 		$16K Hold
325
– – ﹤0.01% 846
2021
Q3 		$15K Hold
325
– – ﹤0.01% 846
2021
Q2 		$14K Hold
325
– – ﹤0.01% 769
2021
Q1 		$14K Buy
+325
New +$12.4K 0.01% 694

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2023, closing a stake of 1 share — an estimated $26 sold.

TCI Wealth Advisors first reported a position in SASR in Q1 2021 and held it in 9 quarters. The position peaked at $16K in Q4 2021. 183 funds tracked by Wall St. Rank hold SASR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Sandy Spring Bancorp Inc share in Q2 2023, an estimated $26.
  • TCI Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $16K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2023.

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