TCI Wealth Advisors’s SPS Commerce SPSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-135	Closed	-$20.6K	–	1965
2023 Q1	$20.6K	Hold	135	–	–	﹤0.01%	691
2022 Q4	$17.3K	Hold	135	–	–	﹤0.01%	757
2022 Q3	$17K	Hold	135	–	–	﹤0.01%	739
2022 Q2	$15K	Sell	135 -26	-16%	-$2.94K	﹤0.01%	779
2022 Q1	$22K	Buy	161 +2	+1%	+$250	﹤0.01%	665
2021 Q4	$23K	Hold	159	–	–	﹤0.01%	653
2021 Q3	$26K	Buy	159 +24	+18%	+$2.96K	﹤0.01%	590
2021 Q2	$13K	Buy	135 +2	+2%	+$198	﹤0.01%	813
2021 Q1	$13K	Buy	133 +83	+166%	+$8.77K	0.01%	729
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	902
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	891
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	837
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	1089
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	1054
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1139
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	932
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	940
2018 Q4	$2K	Buy	50 +30	+150%	+$1.31K	﹤0.01%	1058
2018 Q3	$1K	Sell	20 -38	-66%	-$1.7K	﹤0.01%	1325
2018 Q2	$2K	Buy	+58	New	+$2.06K	﹤0.01%	1139

Other funds holding SPSC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return