TCI Wealth Advisors’s Select Medical SEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-633	Closed	-$8.81K	–	1886
2023 Q1	$8.81K	Buy	633 +323	+104%	+$4.75K	﹤0.01%	1165
2022 Q4	$4.15K	Sell	310 -399	-56%	-$5.16K	﹤0.01%	1651
2022 Q3	$8K	Buy	709 +13	+2%	+$185	﹤0.01%	1183
2022 Q2	$9K	Hold	696	–	–	﹤0.01%	1100
2022 Q1	$9K	Hold	696	–	–	﹤0.01%	1186
2021 Q4	$11K	Sell	696 -308	-31%	-$5.26K	﹤0.01%	1115
2021 Q3	$20K	Buy	1,004 +82	+9%	+$1.63K	﹤0.01%	698
2021 Q2	$21K	Buy	922 +226	+32%	+$4.69K	﹤0.01%	609
2021 Q1	$13K	Buy	696 +399	+134%	+$6.54K	0.01%	725
2020 Q4	$4K	Hold	297	–	–	﹤0.01%	1011
2020 Q3	$3K	Hold	297	–	–	﹤0.01%	1000
2020 Q2	$2K	Hold	297	–	–	﹤0.01%	1124
2020 Q1	$2K	Hold	297	–	–	﹤0.01%	1083
2019 Q4	$4K	Hold	297	–	–	﹤0.01%	948
2019 Q3	$3K	Hold	297	–	–	﹤0.01%	981
2019 Q2	$3K	Hold	297	–	–	﹤0.01%	929
2019 Q1	$2K	Hold	297	–	–	﹤0.01%	1075
2018 Q4	$2K	Hold	297	–	–	﹤0.01%	1053
2018 Q3	$3K	Hold	297	–	–	﹤0.01%	949
2018 Q2	$3K	Hold	297	–	–	﹤0.01%	968
2018 Q1	$3K	Hold	297	–	–	﹤0.01%	878
2017 Q4	$3K	Hold	297	–	–	﹤0.01%	934
2017 Q3	$3K	Hold	297	–	–	﹤0.01%	872
2017 Q2	$2K	Hold	297	–	–	﹤0.01%	1019
2017 Q1	$2K	Buy	297 +7	+2%	+$51	﹤0.01%	972
2016 Q4	$2K	Hold	290	–	–	﹤0.01%	1043
2016 Q3	$2K	Hold	290	–	–	﹤0.01%	999
2016 Q2	$2K	Hold	290	–	–	﹤0.01%	959
2016 Q1	$2K	Buy	+290	New	+$1.56K	﹤0.01%	969

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Select Medical (SEM) in Q2 2023, closing a stake of 633 shares — an estimated $8.81K sold.

TCI Wealth Advisors first reported a position in SEM in Q1 2016 and held it in 29 quarters. The position peaked at $21K in Q2 2021. 226 funds tracked by Wall St. Rank hold SEM as of Q2 2023.

TCI Wealth Advisors reported no remaining Select Medical position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 633 Select Medical shares in Q2 2023, an estimated $8.81K.
TCI Wealth Advisors first reported a position in Select Medical in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Select Medical position peaked at $21K in Q2 2021.
226 funds tracked by Wall St. Rank held Select Medical as of Q2 2023.

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