TWA
TPIC

TCI Wealth Advisors’s TPI Composites TPIC Stock Holding History

TCI Wealth Advisors’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-254
Closed -$4K – 2451
2021
Q4 		$4K Sell
254
-246
-49% -$6.04K ﹤0.01% 1907
2021
Q3 		$17K Buy
500
+446
+826% +$17.5K ﹤0.01% 767
2021
Q2 		$3K Buy
54
+16
+42% +$786 ﹤0.01% 1861
2021
Q1 		$2K Buy
+38
New +$2.29K ﹤0.01% 1905
2019
Q4 		– Sell
-2,000
Closed -$38K – 1681
2019
Q3 		$38K Buy
2,000
+1,000
+100% +$21.4K 0.02% 374
2019
Q2 		$25K Buy
+1,000
New +$25.6K 0.01% 431
2018
Q2 		– Sell
-1,000
Closed -$22K – 1600
2018
Q1 		$22K Hold
1,000
– – 0.01% 469
2017
Q4 		$20K Buy
+1,000
New +$20.9K 0.01% 500

Other funds holding TPIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return