Ownership history in TCWP LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in ISHARES MSCI USA ESG SELECT ETF (SUSA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π TCWP LLC underperformed the S&P 500 by β0.9% annually on this SUSA position. Timing score: 33% (3/9 decisions correct). Average cost basis: $81.73. Maximum drawdown during holding period: β21.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 9 add/trim decisions correct
Best entry: $72.73 (2022 Q3) Β· Worst: $92.11 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 6 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π TCWP LLC has been actively increasing its SUSA allocation β a bullish signal from insiders.
Currently 2.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size