TWA
STEX

TCI Wealth Advisors’s Streamex Corp STEX Stock Holding History

TCI Wealth Advisors’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-30
Closed -$342 – 496
2023
Q1 		$342 Hold
30
– – ﹤0.01% 2273
2022
Q4 		$126 Hold
30
– – ﹤0.01% 2389
2022
Q3 		$0 Sell
30
-10
-25% -$78 ﹤0.01% 2271
2022
Q2 		$0 Buy
40
+10
+33% +$94 ﹤0.01% 2288
2022
Q1 		$0 Hold
30
– – ﹤0.01% 2242
2021
Q4 		$1K Hold
30
– – ﹤0.01% 2161
2021
Q3 		$1K Hold
30
– – ﹤0.01% 2231
2021
Q2 		$1K Sell
30
-20
-40% -$747 ﹤0.01% 2180
2021
Q1 		$2K Sell
50
-20
-29% -$934 ﹤0.01% 1684
2020
Q4 		$3K Sell
70
-20
-22% -$879 ﹤0.01% 1067
2020
Q3 		$4K Sell
90
-30
-25% -$2.23K ﹤0.01% 821
2020
Q2 		$9K Buy
120
+75
+167% +$6.53K ﹤0.01% 592
2020
Q1 		$2K Sell
45
-55
-55% -$2.46K ﹤0.01% 982
2019
Q4 		$6K Sell
100
-30
-23% -$2.03K ﹤0.01% 798
2019
Q3 		$11K Sell
130
-20
-13% -$1.55K ﹤0.01% 617
2019
Q2 		$14K Buy
150
+10
+7% +$726 0.01% 539
2019
Q1 		$9K Buy
140
+120
+600% +$6.08K ﹤0.01% 646
2018
Q4 		$1K Sell
20
-30
-60% -$1.32K ﹤0.01% 1160
2018
Q3 		$3K Buy
+50
New +$2.96K ﹤0.01% 899

Other funds holding STEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Streamex Corp (STEX) in Q2 2023, closing a stake of 30 shares — an estimated $342 sold.

TCI Wealth Advisors first reported a position in STEX in Q3 2018 and held it in 19 quarters. The position peaked at $14K in Q2 2019. 54 funds tracked by Wall St. Rank hold STEX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Streamex Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 30 Streamex Corp shares in Q2 2023, an estimated $342.
  • TCI Wealth Advisors first reported a position in Streamex Corp in Q3 2018 and held it in 19 quarters.
  • TCI Wealth Advisors's Streamex Corp position peaked at $14K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2023.

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