TCI Wealth Advisors’s VirnetX Holding Corp VHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10	Closed	-$1K	–	1688
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	1400
2019 Q2	$1K	Buy	+10	New	+$1.25K	﹤0.01%	1318
2018 Q4	–	Sell	-10	Closed	-$1K	–	1663
2018 Q3	$1K	Buy	+10	New	+$681	﹤0.01%	1344
2018 Q2	–	Sell	-10	Closed	-$1K	–	1606
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	1237
2017 Q4	$1K	Buy	+10	New	+$972	﹤0.01%	1278

Other funds holding VHC

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

TCI Wealth Advisors sold out of VirnetX Holding Corp (VHC) in Q2 2023, closing a stake of 5 shares — an estimated $131 sold.

TCI Wealth Advisors first reported a position in VHC in Q2 2013 and held it in 38 quarters. The position peaked at $40K in Q1 2015. 58 funds tracked by Wall St. Rank hold VHC as of Q2 2023.

TCI Wealth Advisors reported no remaining VirnetX Holding Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 VirnetX Holding Corp shares in Q2 2023, an estimated $131.
TCI Wealth Advisors first reported a position in VirnetX Holding Corp in Q2 2013 and held it in 38 quarters.
TCI Wealth Advisors's VirnetX Holding Corp position peaked at $40K in Q1 2015.
58 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q2 2023.

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