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  Name: TCI Wealth Advisors Inc.
  City: TUCSON
  State: AZ
  Zip: 85718
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,014,679,000
  Total Value Change : $76,925,000
  Securities Held Change : 11
   
All Securities Held : 217
  New Positions : 17
  Closed Positions : 8
  Increased Positions : 98
  Unchanged Positions : 25
  Decreased Positions : 77

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SRE)1 Year Chart         SRE Sempra Energy 219 Closed $71.98 $0 0 0% -205,000 -2,744 0    Electric Utilities
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 225 Closed $45.97 $0 0 0% -269,000 -5,764 0    N/A
   (SCHR)1 Year Chart         SCHR Schwab Intermediate-Term U.... 218 Closed $48.99 $0 0 0% -226,000 -4,546 0    N/A
   (YUM)1 Year Chart         YUM YUM! Brands Inc 224 Closed $134.34 $0 0 0% -203,000 -1,556 0    Restaurants
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 223 Closed $7.24 $0 0 0% -120,000 -10,535 0    Broadcasting - TV
   (UPS)1 Year Chart         UPS United Parcel Service Inc 222 Closed $135.65 $0 0 0% -231,000 -1,468 0    AirDelivery & Freight...
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 221 Closed $98.50 $0 0 0% -290,000 -3,140 0    Closed - End Fund - E...
   (CHDN)1 Year Chart         CHDN Churchill Downs Inc 220 Closed $136.54 $0 0 0% -203,000 -1,503 0    Gambling/Resorts

      8 Records Found
  1    
Page 1 of 1
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