TCI Wealth Advisors’s Aramark ARMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-39	Closed	-$1K	–	346
2023 Q1	$1K	Sell	39 -4	-9%	-$114	﹤0.01%	2105
2022 Q4	$1.28K	Buy	43 +4	+10%	+$110	﹤0.01%	2074
2022 Q3	$1K	Buy	39 +11	+39%	+$274	﹤0.01%	2030
2022 Q2	$1K	Sell	28 -257	-90%	-$6.35K	﹤0.01%	2088
2022 Q1	$7K	Hold	285	–	–	﹤0.01%	1292
2021 Q4	$8K	Hold	285	–	–	﹤0.01%	1298
2021 Q3	$7K	Buy	285 +202	+243%	+$5K	﹤0.01%	1329
2021 Q2	$2K	Sell	83 -6	-7%	-$165	﹤0.01%	1946
2021 Q1	$2K	Buy	89 +56	+170%	+$1.53K	﹤0.01%	1662
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	1331
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	1263
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	1200
2020 Q1	$0	Buy	+33	New	+$869	﹤0.01%	1462
2019 Q4	–	Sell	-15	Closed	–	–	1533
2019 Q3	$0	Hold	15	–	–	﹤0.01%	1493
2019 Q2	$0	Buy	+15	New	+$351	﹤0.01%	1415
2019 Q1	–	Sell	-10	Closed	–	–	1409
2018 Q4	$0	Hold	10	–	–	﹤0.01%	1441
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1461
2018 Q2	$0	Buy	+10	New	+$276	﹤0.01%	1498

Other funds holding ARMK

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Aramark (ARMK) in Q2 2023, closing a stake of 39 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in ARMK in Q2 2018 and held it in 18 quarters. The position peaked at $8K in Q4 2021. 339 funds tracked by Wall St. Rank hold ARMK as of Q2 2023.

TCI Wealth Advisors reported no remaining Aramark position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 39 Aramark shares in Q2 2023, an estimated $1K.
TCI Wealth Advisors first reported a position in Aramark in Q2 2018 and held it in 18 quarters.
TCI Wealth Advisors's Aramark position peaked at $8K in Q4 2021.
339 funds tracked by Wall St. Rank held Aramark as of Q2 2023.

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