TCI Wealth Advisors’s WW International WW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-690	Closed	-$3K	–	2664
2022 Q3	$3K	Buy	+690	New	+$4.18K	﹤0.01%	1859
2022 Q2	–	Sell	-497	Closed	-$5K	–	2544
2022 Q1	$5K	Buy	+497	New	+$5.83K	﹤0.01%	1619
2021 Q4	–	Sell	-174	Closed	-$3K	–	2545
2021 Q3	$3K	Buy	174 +97	+126%	+$2.54K	﹤0.01%	2036
2021 Q2	$3K	Buy	77 +21	+38%	+$720	﹤0.01%	1876
2021 Q1	$2K	Buy	+56	New	+$1.61K	﹤0.01%	1927
2018 Q4	–	Sell	-10	Closed	-$1K	–	1682
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	1354
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	1398
2018 Q1	$1K	Buy	+10	New	+$641	﹤0.01%	1246
2015 Q4	–	Sell	-1,000	Closed	-$6K	–	1093
2015 Q3	$6K	Hold	1,000	–	–	﹤0.01%	611
2015 Q2	$5K	Hold	1,000	–	–	﹤0.01%	659
2015 Q1	$7K	Buy	+1,000	New	+$14.8K	﹤0.01%	524

Other funds holding WW

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

TCI Wealth Advisors sold out of WW International (WW) in Q4 2022, closing a stake of 690 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in WW in Q1 2015 and held it in 11 quarters. The position peaked at $7K in Q1 2015. 181 funds tracked by Wall St. Rank hold WW as of Q4 2022.

TCI Wealth Advisors reported no remaining WW International position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 690 WW International shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in WW International in Q1 2015 and held it in 11 quarters.
TCI Wealth Advisors's WW International position peaked at $7K in Q1 2015.
181 funds tracked by Wall St. Rank held WW International as of Q4 2022.

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