TCI Wealth Advisors’s Universal Electronics UEIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-156	Closed	-$3K	–	2651
2022 Q3	$3K	Buy	+156	New	+$3.69K	﹤0.01%	1849
2021 Q4	–	Sell	-60	Closed	-$3K	–	2528
2021 Q3	$3K	Buy	60 +9	+18%	+$437	﹤0.01%	2022
2021 Q2	$2K	Buy	51 +21	+70%	+$1.09K	﹤0.01%	2107
2021 Q1	$2K	Buy	+30	New	+$1.73K	﹤0.01%	1912
2020 Q3	–	Sell	-29	Closed	-$1K	–	1667
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	1372
2020 Q1	$1K	Buy	+29	New	+$1.31K	﹤0.01%	1359

Other funds holding UEIC

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LAM

Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's UEIC Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Universal Electronics (UEIC) in Q4 2022, closing a stake of 156 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in UEIC in Q1 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 112 funds tracked by Wall St. Rank hold UEIC as of Q4 2022.

TCI Wealth Advisors reported no remaining Universal Electronics position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 156 Universal Electronics shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Universal Electronics in Q1 2020 and held it in 6 quarters.
TCI Wealth Advisors's Universal Electronics position peaked at $3K in Q3 2022.
112 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.