TCI Wealth Advisors’s Saul Centers BFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-117	Closed	-$4.56K	–	437
2023 Q1	$4.56K	Sell	117 -18	-13%	-$720	﹤0.01%	1594
2022 Q4	$5.49K	Hold	135	–	–	﹤0.01%	1466
2022 Q3	$5K	Hold	135	–	–	﹤0.01%	1427
2022 Q2	$6K	Hold	135	–	–	﹤0.01%	1326
2022 Q1	$7K	Hold	135	–	–	﹤0.01%	1298
2021 Q4	$7K	Hold	135	–	–	﹤0.01%	1401
2021 Q3	$6K	Hold	135	–	–	﹤0.01%	1424
2021 Q2	$6K	Hold	135	–	–	﹤0.01%	1278
2021 Q1	$5K	Hold	135	–	–	﹤0.01%	1222
2020 Q4	$4K	Buy	+135	New	+$3.99K	﹤0.01%	937
2020 Q3	–	Sell	-79	Closed	-$3K	–	1531
2020 Q2	$3K	Buy	79 +22	+39%	+$701	﹤0.01%	871
2020 Q1	$2K	Sell	57 -13	-19%	-$587	﹤0.01%	977
2019 Q4	$4K	Buy	+70	New	+$3.7K	﹤0.01%	896

Other funds holding BFS

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Saul Centers (BFS) in Q2 2023, closing a stake of 117 shares — an estimated $4.56K sold.

TCI Wealth Advisors first reported a position in BFS in Q4 2019 and held it in 13 quarters. The position peaked at $7K in Q1 2022. 118 funds tracked by Wall St. Rank hold BFS as of Q2 2023.

TCI Wealth Advisors reported no remaining Saul Centers position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 117 Saul Centers shares in Q2 2023, an estimated $4.56K.
TCI Wealth Advisors first reported a position in Saul Centers in Q4 2019 and held it in 13 quarters.
TCI Wealth Advisors's Saul Centers position peaked at $7K in Q1 2022.
118 funds tracked by Wall St. Rank held Saul Centers as of Q2 2023.

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