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TCI Wealth Advisors’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

TCI Wealth Advisors’s Portfolio SIMS Stock Details SIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-186
Closed -$6K – 2637
2022
Q3 		$6K Buy
+186
New +$6.66K ﹤0.01% 1375

Other funds holding SIMS

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

TCI Wealth Advisors's SIMS Position: Q4 2022 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q4 2022, closing a stake of 186 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in SIMS in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 32 funds tracked by Wall St. Rank hold SIMS as of Q4 2022.

  • TCI Wealth Advisors reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 186 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2022, an estimated $6K.
  • TCI Wealth Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q3 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $6K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.