TWA
UFCS icon

TCI Wealth Advisors’s United Fire Group UFCS Stock Holding History

TCI Wealth Advisors’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-181
Closed -$4.81K – 2111
2023
Q1 		$4.81K Sell
181
-6
-3% -$171 ﹤0.01% 1562
2022
Q4 		$5.12K Sell
187
-31
-14% -$905 ﹤0.01% 1510
2022
Q3 		$6K Hold
218
– – ﹤0.01% 1386
2022
Q2 		$7K Hold
218
– – ﹤0.01% 1295
2022
Q1 		$7K Hold
218
– – ﹤0.01% 1361
2021
Q4 		$5K Buy
+218
New +$4.9K ﹤0.01% 1726

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TCI Wealth Advisors's UFCS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of United Fire Group (UFCS) in Q2 2023, closing a stake of 181 shares — an estimated $4.81K sold.

TCI Wealth Advisors first reported a position in UFCS in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q2 2022. 119 funds tracked by Wall St. Rank hold UFCS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining United Fire Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 181 United Fire Group shares in Q2 2023, an estimated $4.81K.
  • TCI Wealth Advisors first reported a position in United Fire Group in Q4 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's United Fire Group position peaked at $7K in Q2 2022.
  • 119 funds tracked by Wall St. Rank held United Fire Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.