TWA
BGFV

TCI Wealth Advisors’s Big 5 Sporting Goods BGFV Stock Holding History

TCI Wealth Advisors’s Portfolio BGFV Stock Details BGFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-288
Closed -$2.54K – 2530
2022
Q4 		$2.54K Hold
288
– – ﹤0.01% 1915
2022
Q3 		$3K Buy
+288
New +$3.48K ﹤0.01% 1728
2021
Q4 		– Sell
-129
Closed -$3K – 2308
2021
Q3 		$3K Buy
+129
New +$3.16K ﹤0.01% 1905
2018
Q4 		– Sell
-126
Closed -$1K – 1452
2018
Q3 		$1K Buy
+126
New +$748 ﹤0.01% 1162
2017
Q4 		– Sell
-132
Closed -$1K – 1375
2017
Q3 		$1K Buy
+132
New +$1.22K ﹤0.01% 1066

Other funds holding BGFV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return