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TCI Wealth Advisors’s Sotera Health SHC Stock Holding History

TCI Wealth Advisors’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-85
Closed -$1.52K – 1896
2023
Q1 		$1.52K Buy
85
+4
+5% +$67 ﹤0.01% 2029
2022
Q4 		$675 Sell
81
-119
-60% -$888 ﹤0.01% 2177
2022
Q3 		$1K Buy
+200
New +$3.33K ﹤0.01% 2151

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Sotera Health (SHC) in Q2 2023, closing a stake of 85 shares — an estimated $1.52K sold.

TCI Wealth Advisors first reported a position in SHC in Q3 2022 and held it in 3 quarters. The position peaked at $1.52K in Q1 2023. 177 funds tracked by Wall St. Rank hold SHC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Sotera Health position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 85 Sotera Health shares in Q2 2023, an estimated $1.52K.
  • TCI Wealth Advisors first reported a position in Sotera Health in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Sotera Health position peaked at $1.52K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Sotera Health as of Q2 2023.

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