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TCI Wealth Advisors’s Selective Insurance SIGI Stock Holding History

TCI Wealth Advisors’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-251
Closed -$23.9K – 1909
2023
Q1 		$23.9K Sell
251
-1
-0.4% -$96 ﹤0.01% 639
2022
Q4 		$22.3K Hold
252
– – ﹤0.01% 644
2022
Q3 		$21K Buy
252
+5
+2% +$408 ﹤0.01% 641
2022
Q2 		$21K Buy
247
+70
+40% +$5.7K ﹤0.01% 630
2022
Q1 		$16K Hold
177
– – ﹤0.01% 809
2021
Q4 		$15K Buy
177
+17
+11% +$1.35K ﹤0.01% 884
2021
Q3 		$12K Buy
160
+23
+17% +$1.85K ﹤0.01% 993
2021
Q2 		$11K Buy
137
+13
+10% +$994 ﹤0.01% 922
2021
Q1 		$9K Buy
124
+45
+57% +$3.13K ﹤0.01% 939
2020
Q4 		$5K Hold
79
– – ﹤0.01% 899
2020
Q3 		$4K Hold
79
– – ﹤0.01% 886
2020
Q2 		$4K Sell
79
-23
-23% -$1.16K ﹤0.01% 835
2020
Q1 		$5K Sell
102
-120
-54% -$7.3K ﹤0.01% 733
2019
Q4 		$14K Hold
222
– – 0.01% 636
2019
Q3 		$17K Hold
222
– – 0.01% 525
2019
Q2 		$17K Sell
222
-136
-38% -$9.69K 0.01% 506
2019
Q1 		$23K Sell
358
-10
-3% -$629 0.01% 471
2018
Q4 		$22K Sell
368
-107
-23% -$6.66K 0.01% 458
2018
Q3 		$30K Hold
475
– – 0.01% 418
2018
Q2 		$26K Sell
475
-22
-4% -$1.28K 0.01% 431
2018
Q1 		$30K Hold
497
– – 0.01% 408
2017
Q4 		$29K Sell
497
-27
-5% -$1.56K 0.01% 427
2017
Q3 		$28K Sell
524
-13
-2% -$661 0.01% 409
2017
Q2 		$27K Sell
537
-36
-6% -$1.78K 0.01% 409
2017
Q1 		$27K Sell
573
-150
-21% -$6.67K 0.01% 403
2016
Q4 		$31K Sell
723
-2
-0.3% -$81 0.02% 404
2016
Q3 		$29K Hold
725
– – 0.02% 375
2016
Q2 		$28K Sell
725
-37
-5% -$1.33K 0.02% 381
2016
Q1 		$28K Hold
762
– – 0.02% 380
2015
Q4 		$26K Buy
+762
New +$26.4K 0.01% 398

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Selective Insurance (SIGI) in Q2 2023, closing a stake of 251 shares — an estimated $23.9K sold.

TCI Wealth Advisors first reported a position in SIGI in Q4 2015 and held it in 30 quarters. The position peaked at $31K in Q4 2016. 298 funds tracked by Wall St. Rank hold SIGI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Selective Insurance position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 251 Selective Insurance shares in Q2 2023, an estimated $23.9K.
  • TCI Wealth Advisors first reported a position in Selective Insurance in Q4 2015 and held it in 30 quarters.
  • TCI Wealth Advisors's Selective Insurance position peaked at $31K in Q4 2016.
  • 298 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2023.

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