TCI Wealth Advisors’s Stagwell STGW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$8	–	1988
2023 Q1	$8	Buy	+1	New	+$7	﹤0.01%	2504
2022 Q1	–	Sell	-486	Closed	-$4K	–	2444
2021 Q4	$4K	Buy	+486	New	+$4.18K	﹤0.01%	1898
2018 Q4	–	Sell	-30	Closed	–	–	1642
2018 Q3	$0	Sell	30 -60	-67%	-$293	﹤0.01%	1573
2018 Q2	$0	Buy	+90	New	+$524	﹤0.01%	1593

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Stagwell (STGW) in Q2 2023, closing a stake of 1 share — an estimated $8 sold.

TCI Wealth Advisors first reported a position in STGW in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 132 funds tracked by Wall St. Rank hold STGW as of Q2 2023.

TCI Wealth Advisors reported no remaining Stagwell position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Stagwell share in Q2 2023, an estimated $8.
TCI Wealth Advisors first reported a position in Stagwell in Q2 2018 and held it in 4 quarters.
TCI Wealth Advisors's Stagwell position peaked at $4K in Q4 2021.
132 funds tracked by Wall St. Rank held Stagwell as of Q2 2023.

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