TCI Wealth Advisors’s ABM Industries ABM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-156	Closed	-$7.01K	–	207
2023 Q1	$7.01K	Hold	156	–	–	﹤0.01%	1302
2022 Q4	$6.93K	Sell	156 -58	-27%	-$2.55K	﹤0.01%	1319
2022 Q3	$8K	Buy	214 +4	+2%	+$175	﹤0.01%	1117
2022 Q2	$9K	Sell	210 -51	-20%	-$2.36K	﹤0.01%	1050
2022 Q1	$12K	Hold	261	–	–	﹤0.01%	954
2021 Q4	$11K	Hold	261	–	–	﹤0.01%	1069
2021 Q3	$12K	Buy	261 +109	+72%	+$5.05K	﹤0.01%	952
2021 Q2	$7K	Hold	152	–	–	﹤0.01%	1170
2021 Q1	$8K	Buy	+152	New	+$6.67K	﹤0.01%	960
2020 Q4	–	Sell	-85	Closed	-$3K	–	1523
2020 Q3	$3K	Hold	85	–	–	﹤0.01%	910
2020 Q2	$3K	Buy	+85	New	+$2.75K	﹤0.01%	862
2020 Q1	–	Sell	-71	Closed	-$3K	–	1440
2019 Q4	$3K	Hold	71	–	–	﹤0.01%	985
2019 Q3	$3K	Buy	+71	New	+$2.76K	﹤0.01%	919
2018 Q2	–	Sell	-38	Closed	-$1K	–	1492
2018 Q1	$1K	Hold	38	–	–	﹤0.01%	1072
2017 Q4	$1K	Hold	38	–	–	﹤0.01%	1121
2017 Q3	$2K	Hold	38	–	–	﹤0.01%	914
2017 Q2	$2K	Hold	38	–	–	﹤0.01%	950
2017 Q1	$2K	Hold	38	–	–	﹤0.01%	903
2016 Q4	$2K	Hold	38	–	–	﹤0.01%	979
2016 Q3	$2K	Hold	38	–	–	﹤0.01%	934
2016 Q2	$1K	Buy	+38	New	+$1.28K	﹤0.01%	1013

Other funds holding ABM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

TCI Wealth Advisors sold out of ABM Industries (ABM) in Q2 2023, closing a stake of 156 shares — an estimated $7.01K sold.

TCI Wealth Advisors first reported a position in ABM in Q2 2016 and held it in 21 quarters. The position peaked at $12K in Q1 2022. 263 funds tracked by Wall St. Rank hold ABM as of Q2 2023.

TCI Wealth Advisors reported no remaining ABM Industries position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 156 ABM Industries shares in Q2 2023, an estimated $7.01K.
TCI Wealth Advisors first reported a position in ABM Industries in Q2 2016 and held it in 21 quarters.
TCI Wealth Advisors's ABM Industries position peaked at $12K in Q1 2022.
263 funds tracked by Wall St. Rank held ABM Industries as of Q2 2023.

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