TCI Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-478	Closed	-$37K	–	2485
2021 Q4	$37K	Sell	478 -202	-30%	-$16K	0.01%	482
2021 Q3	$54K	Buy	+680	New	+$56.3K	0.01%	397
2020 Q2	–	Sell	-51	Closed	-$2K	–	1691
2020 Q1	$2K	Sell	51 -448	-90%	-$23.2K	﹤0.01%	1126
2019 Q4	$27K	Buy	499 +51	+11%	+$2.63K	0.01%	499
2019 Q3	$22K	Hold	448	–	–	0.01%	476
2019 Q2	$22K	Buy	448 +424	+1,767%	+$20.6K	0.01%	459
2019 Q1	$1K	Buy	+24	New	+$1.09K	﹤0.01%	1332

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's XLC Position: Q1 2022 in Review

TCI Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 478 shares — an estimated $37K sold.

TCI Wealth Advisors first reported a position in XLC in Q1 2019 and held it in 7 quarters. The position peaked at $54K in Q3 2021. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

TCI Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 478 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $37K.
TCI Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and held it in 7 quarters.
TCI Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $54K in Q3 2021.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.