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TCI Wealth Advisors’s Stewart Information Services STC Stock Holding History

TCI Wealth Advisors’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-216
Closed -$8.72K – 1984
2023
Q1 		$8.72K Sell
216
-1
-0.5% -$44 ﹤0.01% 1169
2022
Q4 		$9.27K Buy
217
+42
+24% +$1.76K ﹤0.01% 1120
2022
Q3 		$8K Buy
175
+1
+0.6% +$51 ﹤0.01% 1188
2022
Q2 		$9K Buy
174
+18
+12% +$966 ﹤0.01% 1108
2022
Q1 		$9K Buy
156
+78
+100% +$5.42K ﹤0.01% 1195
2021
Q4 		$6K Buy
78
+2
+3% +$147 ﹤0.01% 1575
2021
Q3 		$5K Buy
+76
New +$4.52K ﹤0.01% 1652

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's STC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Stewart Information Services (STC) in Q2 2023, closing a stake of 216 shares — an estimated $8.72K sold.

TCI Wealth Advisors first reported a position in STC in Q3 2021 and held it in 7 quarters. The position peaked at $9.27K in Q4 2022. 188 funds tracked by Wall St. Rank hold STC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Stewart Information Services position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 216 Stewart Information Services shares in Q2 2023, an estimated $8.72K.
  • TCI Wealth Advisors first reported a position in Stewart Information Services in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Stewart Information Services position peaked at $9.27K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.