TCI Wealth Advisors’s York Water YORW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-199	Closed	-$8K	–	2669
2022 Q3	$8K	Hold	199	–	–	﹤0.01%	1198
2022 Q2	$8K	Hold	199	–	–	﹤0.01%	1193
2022 Q1	$9K	Hold	199	–	–	﹤0.01%	1207
2021 Q4	$10K	Hold	199	–	–	﹤0.01%	1206
2021 Q3	$9K	Sell	199 -17	-8%	-$815	﹤0.01%	1207
2021 Q2	$10K	Buy	216 +17	+9%	+$844	﹤0.01%	993
2021 Q1	$10K	Buy	+199	New	+$9.07K	﹤0.01%	874

Other funds holding YORW

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

TCI Wealth Advisors sold out of York Water (YORW) in Q4 2022, closing a stake of 199 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in YORW in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 134 funds tracked by Wall St. Rank hold YORW as of Q4 2022.

TCI Wealth Advisors reported no remaining York Water position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 199 York Water shares in Q4 2022, an estimated $8K.
TCI Wealth Advisors first reported a position in York Water in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's York Water position peaked at $10K in Q4 2021.
134 funds tracked by Wall St. Rank held York Water as of Q4 2022.

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