TCI Wealth Advisors’s Banc of California BANC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-124	Closed	-$1.98K	–	2527
2022 Q4	$1.98K	Sell	124 -192	-61%	-$3.14K	﹤0.01%	1978
2022 Q3	$5K	Hold	316	–	–	﹤0.01%	1424
2022 Q2	$6K	Hold	316	–	–	﹤0.01%	1323
2022 Q1	$6K	Hold	316	–	–	﹤0.01%	1392
2021 Q4	$6K	Hold	316	–	–	﹤0.01%	1500
2021 Q3	$6K	Hold	316	–	–	﹤0.01%	1422
2021 Q2	$6K	Buy	316 +92	+41%	+$1.64K	﹤0.01%	1277
2021 Q1	$4K	Buy	224 +100	+81%	+$1.86K	﹤0.01%	1340
2020 Q4	$2K	Buy	+124	New	+$1.62K	﹤0.01%	1190
2020 Q1	–	Sell	-42	Closed	-$1K	–	1475
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	1282
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	1228
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	1141
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	1150
2018 Q4	$1K	Buy	+42	New	+$682	﹤0.01%	1146
2017 Q3	–	Sell	-29	Closed	-$1K	–	1321
2017 Q2	$1K	Hold	29	–	–	﹤0.01%	1094
2017 Q1	$1K	Buy	+29	New	+$539	﹤0.01%	1045
2016 Q4	–	Sell	-60	Closed	-$1K	–	1355
2016 Q3	$1K	Hold	60	–	–	﹤0.01%	1085
2016 Q2	$1K	Buy	+60	New	+$1.15K	﹤0.01%	1029

Other funds holding BANC

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCI Wealth Advisors's BANC Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Banc of California (BANC) in Q1 2023, closing a stake of 124 shares — an estimated $1.98K sold.

TCI Wealth Advisors first reported a position in BANC in Q2 2016 and held it in 18 quarters. The position peaked at $6K in Q2 2022. 181 funds tracked by Wall St. Rank hold BANC as of Q1 2023.

TCI Wealth Advisors reported no remaining Banc of California position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 124 Banc of California shares in Q1 2023, an estimated $1.98K.
TCI Wealth Advisors first reported a position in Banc of California in Q2 2016 and held it in 18 quarters.
TCI Wealth Advisors's Banc of California position peaked at $6K in Q2 2022.
181 funds tracked by Wall St. Rank held Banc of California as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.