TWA
SPNT icon

TCI Wealth Advisors’s SiriusPoint SPNT Stock Holding History

TCI Wealth Advisors’s Portfolio SPNT Stock Details SPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-644
Closed -$3K – 2565
2022
Q2 		$3K Sell
644
-142
-18% -$852 ﹤0.01% 1895
2022
Q1 		$6K Buy
+786
New +$6.21K ﹤0.01% 1462
2021
Q4 		– Sell
-277
Closed -$3K – 2505
2021
Q3 		$3K Buy
+277
New +$2.66K ﹤0.01% 2009
2021
Q2 		– Sell
-277
Closed -$3K – 2448
2021
Q1 		$3K Hold
277
– – ﹤0.01% 1587
2020
Q4 		$3K Hold
277
– – ﹤0.01% 1136
2020
Q3 		$2K Sell
277
-55
-17% -$444 ﹤0.01% 1179
2020
Q2 		$2K Buy
332
+55
+20% +$415 ﹤0.01% 1127
2020
Q1 		$2K Buy
+277
New +$2.66K ﹤0.01% 1088

Other funds holding SPNT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return