TCI Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-225	Closed	-$7.99K	–	2692
2022 Q4	$7.99K	Buy	225 +178	+379%	+$6.15K	﹤0.01%	1227
2022 Q3	$2K	Buy	+47	New	+$1.6K	﹤0.01%	2015
2020 Q4	–	Sell	-125	Closed	-$2K	–	1711
2020 Q3	$2K	Buy	125 +27	+28%	+$604	﹤0.01%	1222
2020 Q2	$2K	Hold	98	–	–	﹤0.01%	1165
2020 Q1	$2K	Buy	+98	New	+$2.89K	﹤0.01%	1146
2018 Q1	–	Sell	-70	Closed	-$2K	–	1458
2017 Q4	$2K	Buy	+70	New	+$2.31K	﹤0.01%	1089

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TCI Wealth Advisors's SJI Position: Q1 2023 in Review

TCI Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 225 shares — an estimated $7.99K sold.

TCI Wealth Advisors first reported a position in SJI in Q4 2017 and held it in 6 quarters. The position peaked at $7.99K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

TCI Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 225 South Jersey Industries, Inc. shares in Q1 2023, an estimated $7.99K.
TCI Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 6 quarters.
TCI Wealth Advisors's South Jersey Industries, Inc. position peaked at $7.99K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.