TWA
STE icon

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 – 1987
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% 1546
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1547
2018
Q4 		$0 Hold
3
– – ﹤0.01% 1647
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1575
2018
Q2 		$0 Buy
+3
New +$302 ﹤0.01% 1592

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return