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TCI Wealth Advisors’s Latham Group SWIM Stock Holding History

TCI Wealth Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-473
Closed -$3K – 2574
2022
Q2 		$3K Buy
473
+223
+89% +$2.37K ﹤0.01% 1902
2022
Q1 		$3K Buy
+250
New +$4.16K ﹤0.01% 1920

Other funds holding SWIM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
AACP
Advantage Alpha Capital Partners San Francisco, California $332M AUM 12.78% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

TCI Wealth Advisors's SWIM Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Latham Group (SWIM) in Q3 2022, closing a stake of 473 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SWIM in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 128 funds tracked by Wall St. Rank hold SWIM as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Latham Group position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 473 Latham Group shares in Q3 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Latham Group in Q1 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Latham Group position peaked at $3K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.