TCI Wealth Advisors’s Udemy UDMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-314	Closed	-$3.31K	–	2640
2022 Q4	$3.31K	Hold	314	–	–	﹤0.01%	1807
2022 Q3	$4K	Buy	+314	New	+$4.19K	﹤0.01%	1688

Other funds holding UDMY

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

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

NCPI

NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return

FCC

Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return

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

TCI Wealth Advisors's UDMY Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Udemy (UDMY) in Q1 2023, closing a stake of 314 shares — an estimated $3.31K sold.

TCI Wealth Advisors first reported a position in UDMY in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 101 funds tracked by Wall St. Rank hold UDMY as of Q1 2023.

TCI Wealth Advisors reported no remaining Udemy position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 314 Udemy shares in Q1 2023, an estimated $3.31K.
TCI Wealth Advisors first reported a position in Udemy in Q3 2022 and held it in 2 quarters.
TCI Wealth Advisors's Udemy position peaked at $4K in Q3 2022.
101 funds tracked by Wall St. Rank held Udemy as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.