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TCI Wealth Advisors’s Sphere Entertainment SPHR Stock Holding History

TCI Wealth Advisors’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$45 – 2627
2022
Q4 		$45 Sell
1
-1
-50% -$45 ﹤0.01% 2435
2022
Q3 		$0 Buy
+2
New +$112 ﹤0.01% 2563
2022
Q2 		– Sell
-117
Closed -$10K – 2499
2022
Q1 		$10K Hold
117
– – ﹤0.01% 1118
2021
Q4 		$8K Buy
117
+79
+208% +$5.55K ﹤0.01% 1363
2021
Q3 		$3K Buy
+38
New +$2.85K ﹤0.01% 2007

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Sphere Entertainment (SPHR) in Q1 2023, closing a stake of 1 share — an estimated $45 sold.

TCI Wealth Advisors first reported a position in SPHR in Q3 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 187 funds tracked by Wall St. Rank hold SPHR as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Sphere Entertainment position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Sphere Entertainment share in Q1 2023, an estimated $45.
  • TCI Wealth Advisors first reported a position in Sphere Entertainment in Q3 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Sphere Entertainment position peaked at $10K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2023.

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