TCI Wealth Advisors’s Asbury Automotive ABG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-136	Closed	-$28.6K	–	206
2023 Q1	$28.6K	Hold	136	–	–	﹤0.01%	576
2022 Q4	$24.4K	Sell	136 -8	-6%	-$1.34K	﹤0.01%	609
2022 Q3	$22K	Hold	144	–	–	﹤0.01%	611
2022 Q2	$24K	Sell	144 -4	-3%	-$693	﹤0.01%	575
2022 Q1	$24K	Sell	148 -5	-3%	-$875	﹤0.01%	609
2021 Q4	$26K	Buy	153 +37	+32%	+$6.81K	﹤0.01%	587
2021 Q3	$23K	Buy	116 +63	+119%	+$11.9K	﹤0.01%	623
2021 Q2	$9K	Sell	53 -19	-26%	-$3.65K	﹤0.01%	1005
2021 Q1	$14K	Buy	72 +19	+36%	+$3.2K	0.01%	677
2020 Q4	$8K	Hold	53	–	–	﹤0.01%	698
2020 Q3	$5K	Buy	53 +10	+23%	+$1.01K	﹤0.01%	745
2020 Q2	$3K	Hold	43	–	–	﹤0.01%	861
2020 Q1	$2K	Buy	+43	New	+$3.75K	﹤0.01%	963
2016 Q4	–	Sell	-30	Closed	-$2K	–	1342
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	933
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	899
2016 Q1	$2K	Buy	+30	New	+$1.63K	﹤0.01%	913

Other funds holding ABG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Asbury Automotive (ABG) in Q2 2023, closing a stake of 136 shares — an estimated $28.6K sold.

TCI Wealth Advisors first reported a position in ABG in Q1 2016 and held it in 16 quarters. The position peaked at $28.6K in Q1 2023. 306 funds tracked by Wall St. Rank hold ABG as of Q2 2023.

TCI Wealth Advisors reported no remaining Asbury Automotive position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 136 Asbury Automotive shares in Q2 2023, an estimated $28.6K.
TCI Wealth Advisors first reported a position in Asbury Automotive in Q1 2016 and held it in 16 quarters.
TCI Wealth Advisors's Asbury Automotive position peaked at $28.6K in Q1 2023.
306 funds tracked by Wall St. Rank held Asbury Automotive as of Q2 2023.

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