TCI Wealth Advisors’s Steris STE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-49	Closed	-$9.37K	–	1985
2023 Q1	$9.37K	Sell	49 -25	-34%	-$4.83K	﹤0.01%	1130
2022 Q4	$13.7K	Buy	74 +31	+72%	+$5.45K	﹤0.01%	876
2022 Q3	$7K	Buy	43 +3	+8%	+$610	﹤0.01%	1290
2022 Q2	$8K	Hold	40	–	–	﹤0.01%	1183
2022 Q1	$10K	Hold	40	–	–	﹤0.01%	1121
2021 Q4	$10K	Hold	40	–	–	﹤0.01%	1198
2021 Q3	$8K	Hold	40	–	–	﹤0.01%	1296
2021 Q2	$8K	Buy	40 +8	+25%	+$1.61K	﹤0.01%	1138
2021 Q1	$6K	Buy	32 +5	+19%	+$928	﹤0.01%	1178
2020 Q4	$5K	Hold	27	–	–	﹤0.01%	905
2020 Q3	$5K	Buy	27 +7	+35%	+$1.12K	﹤0.01%	791
2020 Q2	$3K	Buy	20 +13	+186%	+$1.98K	﹤0.01%	964
2020 Q1	$1K	Buy	7 +4	+133%	+$598	﹤0.01%	1345
2019 Q4	$0	Sell	3 -46	-94%	-$6.74K	﹤0.01%	1675
2019 Q3	$7K	Buy	49 +46	+1,533%	+$6.87K	﹤0.01%	738
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1543
2019 Q1	$0	Hold	3	–	–	﹤0.01%	1545
2018 Q4	$0	Hold	3	–	–	﹤0.01%	1641
2018 Q3	$0	Hold	3	–	–	﹤0.01%	1572
2018 Q2	$0	Buy	+3	New	+$302	﹤0.01%	1592

Other funds holding STE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Steris (STE) in Q2 2023, closing a stake of 49 shares — an estimated $9.37K sold.

TCI Wealth Advisors first reported a position in STE in Q2 2018 and held it in 20 quarters. The position peaked at $13.7K in Q4 2022. 657 funds tracked by Wall St. Rank hold STE as of Q2 2023.

TCI Wealth Advisors reported no remaining Steris position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 49 Steris shares in Q2 2023, an estimated $9.37K.
TCI Wealth Advisors first reported a position in Steris in Q2 2018 and held it in 20 quarters.
TCI Wealth Advisors's Steris position peaked at $13.7K in Q4 2022.
657 funds tracked by Wall St. Rank held Steris as of Q2 2023.

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