TCI Wealth Advisors’s ZipRecruiter ZIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-194	Closed	-$3.09K	–	2302
2023 Q1	$3.09K	Hold	194	–	–	﹤0.01%	1840
2022 Q4	$3.19K	Hold	194	–	–	﹤0.01%	1830
2022 Q3	$3K	Hold	194	–	–	﹤0.01%	1864
2022 Q2	$3K	Buy	+194	New	+$3.85K	﹤0.01%	1923
2022 Q1	–	Sell	-811	Closed	-$20K	–	2492
2021 Q4	$20K	Hold	811	–	–	﹤0.01%	727
2021 Q3	$22K	Buy	+811	New	+$21K	﹤0.01%	660

Other funds holding ZIP

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

TCI Wealth Advisors sold out of ZipRecruiter (ZIP) in Q2 2023, closing a stake of 194 shares — an estimated $3.09K sold.

TCI Wealth Advisors first reported a position in ZIP in Q3 2021 and held it in 6 quarters. The position peaked at $22K in Q3 2021. 130 funds tracked by Wall St. Rank hold ZIP as of Q2 2023.

TCI Wealth Advisors reported no remaining ZipRecruiter position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 194 ZipRecruiter shares in Q2 2023, an estimated $3.09K.
TCI Wealth Advisors first reported a position in ZipRecruiter in Q3 2021 and held it in 6 quarters.
TCI Wealth Advisors's ZipRecruiter position peaked at $22K in Q3 2021.
130 funds tracked by Wall St. Rank held ZipRecruiter as of Q2 2023.

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