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TCI Wealth Advisors’s Brunswick BC Stock Holding History

TCI Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6
Closed -$492 – 419
2023
Q1 		$492 Hold
6
– – ﹤0.01% 2223
2022
Q4 		$432 Buy
6
+1
+20% +$71 ﹤0.01% 2236
2022
Q3 		$0 Buy
+5
New +$375 ﹤0.01% 2256

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Brunswick (BC) in Q2 2023, closing a stake of 6 shares — an estimated $492 sold.

TCI Wealth Advisors first reported a position in BC in Q3 2022 and held it in 3 quarters. The position peaked at $492 in Q1 2023. 418 funds tracked by Wall St. Rank hold BC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Brunswick position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 6 Brunswick shares in Q2 2023, an estimated $492.
  • TCI Wealth Advisors first reported a position in Brunswick in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Brunswick position peaked at $492 in Q1 2023.
  • 418 funds tracked by Wall St. Rank held Brunswick as of Q2 2023.

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