TCI Wealth Advisors’s Alamo Group ALG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100	Closed	-$18.4K	–	272
2023 Q1	$18.4K	Hold	100	–	–	﹤0.01%	757
2022 Q4	$14.2K	Hold	100	–	–	﹤0.01%	860
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	894
2022 Q2	$12K	Hold	100	–	–	﹤0.01%	882
2022 Q1	$14K	Buy	100 +40	+67%	+$5.79K	﹤0.01%	863
2021 Q4	$9K	Hold	60	–	–	﹤0.01%	1220
2021 Q3	$8K	Hold	60	–	–	﹤0.01%	1216
2021 Q2	$9K	Hold	60	–	–	﹤0.01%	1008
2021 Q1	$9K	Buy	+60	New	+$9.12K	﹤0.01%	885
2017 Q3	–	Sell	-92	Closed	-$8K	–	1315
2017 Q2	$8K	Hold	92	–	–	﹤0.01%	630
2017 Q1	$7K	Hold	92	–	–	﹤0.01%	637
2016 Q4	$7K	Hold	92	–	–	﹤0.01%	692
2016 Q3	$6K	Hold	92	–	–	﹤0.01%	670
2016 Q2	$6K	Hold	92	–	–	﹤0.01%	675
2016 Q1	$5K	Hold	92	–	–	﹤0.01%	700
2015 Q4	$5K	Buy	92 +1	+1%	+$51	﹤0.01%	699
2015 Q3	$4K	Hold	91	–	–	﹤0.01%	655
2015 Q2	$5K	Hold	91	–	–	﹤0.01%	633
2015 Q1	$6K	Hold	91	–	–	﹤0.01%	530
2014 Q4	$4K	Hold	91	–	–	﹤0.01%	591
2014 Q3	$4K	Hold	91	–	–	﹤0.01%	595
2014 Q2	$5K	Hold	91	–	–	﹤0.01%	577
2014 Q1	$5K	Buy	91 +1	+1%	+$54	﹤0.01%	541
2013 Q4	$5K	Hold	90	–	–	﹤0.01%	535
2013 Q3	$4K	Buy	+90	New	+$4.05K	﹤0.01%	508

Other funds holding ALG

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

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Alamo Group (ALG) in Q2 2023, closing a stake of 100 shares — an estimated $18.4K sold.

TCI Wealth Advisors first reported a position in ALG in Q3 2013 and held it in 25 quarters. The position peaked at $18.4K in Q1 2023. 219 funds tracked by Wall St. Rank hold ALG as of Q2 2023.

TCI Wealth Advisors reported no remaining Alamo Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 100 Alamo Group shares in Q2 2023, an estimated $18.4K.
TCI Wealth Advisors first reported a position in Alamo Group in Q3 2013 and held it in 25 quarters.
TCI Wealth Advisors's Alamo Group position peaked at $18.4K in Q1 2023.
219 funds tracked by Wall St. Rank held Alamo Group as of Q2 2023.

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