TCI Wealth Advisors’s TruBridge TBRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-171	Closed	-$6K	–	2551
2021 Q3	$6K	Hold	171	–	–	﹤0.01%	1528
2021 Q2	$6K	Hold	171	–	–	﹤0.01%	1376
2021 Q1	$5K	Buy	+171	New	+$5.26K	﹤0.01%	1318
2020 Q4	–	Sell	-72	Closed	-$2K	–	1685
2020 Q3	$2K	Hold	72	–	–	﹤0.01%	1207
2020 Q2	$2K	Sell	72 -17	-19%	-$379	﹤0.01%	1151
2020 Q1	$2K	Buy	89 +17	+24%	+$437	﹤0.01%	1127
2019 Q4	$2K	Hold	72	–	–	﹤0.01%	1231
2019 Q3	$2K	Buy	+72	New	+$1.74K	﹤0.01%	1171
2018 Q2	–	Sell	-55	Closed	-$2K	–	1619
2018 Q1	$2K	Buy	+55	New	+$1.65K	﹤0.01%	1032
2017 Q3	–	Sell	-17	Closed	-$1K	–	1398
2017 Q2	$1K	Buy	+17	New	+$529	﹤0.01%	1242
2016 Q2	–	Sell	-11	Closed	-$1K	–	1388
2016 Q1	$1K	Buy	+11	New	+$583	﹤0.01%	1180

Other funds holding TBRG

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

TCI Wealth Advisors's TBRG Position: Q4 2021 in Review

TCI Wealth Advisors sold out of TruBridge (TBRG) in Q4 2021, closing a stake of 171 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in TBRG in Q1 2016 and held it in 11 quarters. The position peaked at $6K in Q3 2021. 156 funds tracked by Wall St. Rank hold TBRG as of Q4 2021.

TCI Wealth Advisors reported no remaining TruBridge position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 171 TruBridge shares in Q4 2021, an estimated $6K.
TCI Wealth Advisors first reported a position in TruBridge in Q1 2016 and held it in 11 quarters.
TCI Wealth Advisors's TruBridge position peaked at $6K in Q3 2021.
156 funds tracked by Wall St. Rank held TruBridge as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.