TCI Wealth Advisors’s StepStone Group STEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$25	–	1986
2023 Q1	$25	Buy	+1	New	+$27	﹤0.01%	2480
2022 Q4	–	Sell	-118	Closed	-$3K	–	2645
2022 Q3	$3K	Hold	118	–	–	﹤0.01%	1839
2022 Q2	$3K	Buy	+118	New	+$3.21K	﹤0.01%	1899
2022 Q1	–	Sell	-157	Closed	-$7K	–	2442
2021 Q4	$7K	Buy	157 +82	+109%	+$3.62K	﹤0.01%	1461
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	2015
2021 Q2	$3K	Buy	+75	New	+$2.49K	﹤0.01%	1857

Other funds holding STEP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

TCI Wealth Advisors sold out of StepStone Group (STEP) in Q2 2023, closing a stake of 1 share — an estimated $25 sold.

TCI Wealth Advisors first reported a position in STEP in Q2 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 123 funds tracked by Wall St. Rank hold STEP as of Q2 2023.

TCI Wealth Advisors reported no remaining StepStone Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 StepStone Group share in Q2 2023, an estimated $25.
TCI Wealth Advisors first reported a position in StepStone Group in Q2 2021 and held it in 6 quarters.
TCI Wealth Advisors's StepStone Group position peaked at $7K in Q4 2021.
123 funds tracked by Wall St. Rank held StepStone Group as of Q2 2023.

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