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TCI Wealth Advisors’s Southside Bancshares SBSI Stock Holding History

TCI Wealth Advisors’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-154
Closed -$5.11K – 1858
2023
Q1 		$5.11K Hold
154
– – ﹤0.01% 1511
2022
Q4 		$5.54K Hold
154
– – ﹤0.01% 1453
2022
Q3 		$5K Hold
154
– – ﹤0.01% 1515
2022
Q2 		$6K Hold
154
– – ﹤0.01% 1394
2022
Q1 		$6K Hold
154
– – ﹤0.01% 1457
2021
Q4 		$6K Hold
154
– – ﹤0.01% 1570
2021
Q3 		$6K Buy
+154
New +$5.67K ﹤0.01% 1503

Other funds holding SBSI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Southside Bancshares (SBSI) in Q2 2023, closing a stake of 154 shares — an estimated $5.11K sold.

TCI Wealth Advisors first reported a position in SBSI in Q3 2021 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 152 funds tracked by Wall St. Rank hold SBSI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Southside Bancshares position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 154 Southside Bancshares shares in Q2 2023, an estimated $5.11K.
  • TCI Wealth Advisors first reported a position in Southside Bancshares in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Southside Bancshares position peaked at $6K in Q2 2022.
  • 152 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2023.

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