TWA
BKU icon

TCI Wealth Advisors’s Bankunited BKU Stock Holding History

TCI Wealth Advisors’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-889
Closed -$20.1K – 460
2023
Q1 		$20.1K Buy
889
+614
+223% +$20K ﹤0.01% 701
2022
Q4 		$9.34K Buy
275
+187
+213% +$6.6K ﹤0.01% 1114
2022
Q3 		$3K Buy
88
+5
+6% +$187 ﹤0.01% 1730
2022
Q2 		$3K Sell
83
-173
-68% -$6.85K ﹤0.01% 1756
2022
Q1 		$11K Hold
256
– – ﹤0.01% 1022
2021
Q4 		$11K Buy
256
+23
+10% +$964 ﹤0.01% 1073
2021
Q3 		$10K Buy
233
+150
+181% +$6.14K ﹤0.01% 1085
2021
Q2 		$4K Sell
83
-56
-40% -$2.56K ﹤0.01% 1537
2021
Q1 		$6K Buy
139
+56
+67% +$2.3K ﹤0.01% 1123
2020
Q4 		$3K Hold
83
– – ﹤0.01% 1065
2020
Q3 		$2K Buy
+83
New +$1.76K ﹤0.01% 1077

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Bankunited (BKU) in Q2 2023, closing a stake of 889 shares — an estimated $20.1K sold.

TCI Wealth Advisors first reported a position in BKU in Q3 2020 and held it in 11 quarters. The position peaked at $20.1K in Q1 2023. 215 funds tracked by Wall St. Rank hold BKU as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Bankunited position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 889 Bankunited shares in Q2 2023, an estimated $20.1K.
  • TCI Wealth Advisors first reported a position in Bankunited in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Bankunited position peaked at $20.1K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Bankunited as of Q2 2023.

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