TWA
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return