TCI Wealth Advisors, Inc. Buys Raytheon Technologies Corp, AudioEye Inc, ISHARES TRUST, Sells ISHARES TRUST, VANGUARD INTL EQUI, Raytheon Co

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Aug 19, 2020
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Tucson, AZ, based Investment company TCI Wealth Advisors, Inc. (Current Portfolio) buys Raytheon Technologies Corp, AudioEye Inc, ISHARES TRUST, Pinnacle West Capital Corp, Bank of America Corp, sells ISHARES TRUST, VANGUARD INTL EQUI, Raytheon Co, Blackrock Enhanced Cap&Inc Fund, Inc, NextEra Energy Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, TCI Wealth Advisors, Inc.. As of 2020Q2, TCI Wealth Advisors, Inc. owns 1524 stocks with a total value of $233 million. These are the details of the buys and sells.

For the details of TCI Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/tci+wealth+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of TCI Wealth Advisors, Inc.
  1. Apple Inc (AAPL) - 93,878 shares, 14.70% of the total portfolio. Shares reduced by 2.26%
  2. Amazon.com Inc (AMZN) - 4,004 shares, 4.74% of the total portfolio. Shares added by 0.53%
  3. VANGUARD INDEX FDS (VTI) - 62,152 shares, 4.18% of the total portfolio. Shares reduced by 2.46%
  4. Microsoft Corp (MSFT) - 45,888 shares, 4.01% of the total portfolio. Shares reduced by 3.37%
  5. ISHARES TRUST (IVV) - 25,263 shares, 3.36% of the total portfolio. Shares reduced by 1.29%
New Purchase: AudioEye Inc (AEYE)

TCI Wealth Advisors, Inc. initiated holding in AudioEye Inc. The purchase prices were between $4 and $10, with an estimated average price of $7.52. The stock is now traded at around $16.91. The impact to a portfolio due to this purchase was 0.11%. The holding were 26,423 shares as of .

New Purchase: Edwards Lifesciences Corp (EW)

TCI Wealth Advisors, Inc. initiated holding in Edwards Lifesciences Corp. The purchase prices were between $57.54 and $76.95, with an estimated average price of $70.98. The stock is now traded at around $78.77. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,266 shares as of .

New Purchase: UBS AG LONDON (FBGX)

TCI Wealth Advisors, Inc. initiated holding in UBS AG LONDON. The purchase prices were between $211.19 and $363.52, with an estimated average price of $308.19. The stock is now traded at around $449.00. The impact to a portfolio due to this purchase was 0.03%. The holding were 215 shares as of .

New Purchase: VanEck Vectors Morningstar Wide Moat (MOAT)

TCI Wealth Advisors, Inc. initiated holding in VanEck Vectors Morningstar Wide Moat. The purchase prices were between $41.85 and $56.69, with an estimated average price of $49.67. The stock is now traded at around $55.34. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,409 shares as of .

New Purchase: Carrier Global Corp (CARR)

TCI Wealth Advisors, Inc. initiated holding in Carrier Global Corp. The purchase prices were between $12.89 and $24.37, with an estimated average price of $18.38. The stock is now traded at around $29.25. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,935 shares as of .

New Purchase: FS KKR Capital Corp II (FSKR)

TCI Wealth Advisors, Inc. initiated holding in FS KKR Capital Corp II. The purchase prices were between $12.89 and $14.3, with an estimated average price of $13.21. The stock is now traded at around $14.84. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,868 shares as of .

Added: Raytheon Technologies Corp (RTX)

TCI Wealth Advisors, Inc. added to a holding in Raytheon Technologies Corp by 166.90%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $61.64. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,595 shares as of .

Added: ISHARES TRUST (IDV)

TCI Wealth Advisors, Inc. added to a holding in ISHARES TRUST by 4094.64%. The purchase prices were between $20.96 and $27.63, with an estimated average price of $23.79. The stock is now traded at around $26.41. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,396 shares as of .

Added: Pinnacle West Capital Corp (PNW)

TCI Wealth Advisors, Inc. added to a holding in Pinnacle West Capital Corp by 47.45%. The purchase prices were between $68.19 and $82.23, with an estimated average price of $75.58. The stock is now traded at around $76.02. The impact to a portfolio due to this purchase was 0.09%. The holding were 8,707 shares as of .

Added: Bank of America Corp (BAC)

TCI Wealth Advisors, Inc. added to a holding in Bank of America Corp by 49.90%. The purchase prices were between $19.77 and $28.54, with an estimated average price of $23.6. The stock is now traded at around $25.50. The impact to a portfolio due to this purchase was 0.06%. The holding were 18,619 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

TCI Wealth Advisors, Inc. added to a holding in Vanguard Total Bond Market ETF by 31.28%. The purchase prices were between $84.52 and $88.02, with an estimated average price of $86.9. The stock is now traded at around $88.43. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,992 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

TCI Wealth Advisors, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 27.53%. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $276.10. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,825 shares as of .

Sold Out: ISHARES TRUST (IWY)

TCI Wealth Advisors, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $80.39 and $107.61, with an estimated average price of $97.65.

Sold Out: Blackrock Enhanced Cap&Inc Fund, Inc (CII)

TCI Wealth Advisors, Inc. sold out a holding in Blackrock Enhanced Cap&Inc Fund, Inc. The sale prices were between $12.04 and $15.27, with an estimated average price of $14.06.

Sold Out: Raytheon Co (RTN)

TCI Wealth Advisors, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: SPDR SERIES TRUST (LGLV)

TCI Wealth Advisors, Inc. sold out a holding in SPDR SERIES TRUST. The sale prices were between $85.62 and $110.58, with an estimated average price of $99.12.

Sold Out: Anixter International Inc (AXE)

TCI Wealth Advisors, Inc. sold out a holding in Anixter International Inc. The sale prices were between $87.35 and $98.21, with an estimated average price of $93.28.

Sold Out: iShares MSCI USA Momentum Factor (MTUM)

TCI Wealth Advisors, Inc. sold out a holding in iShares MSCI USA Momentum Factor. The sale prices were between $101.08 and $131, with an estimated average price of $120.7.



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