TWA
BLFY

TCI Wealth Advisors’s Blue Foundry Bancorp BLFY Stock Holding History

TCI Wealth Advisors’s Portfolio BLFY Stock Details BLFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-436
Closed -$4.15K – 465
2023
Q1 		$4.15K Buy
+436
New +$5K ﹤0.01% 1653

Other funds holding BLFY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Blue Foundry Bancorp (BLFY) in Q2 2023, closing a stake of 436 shares — an estimated $4.15K sold.

TCI Wealth Advisors first reported a position in BLFY in Q1 2023 and held it in 1 quarter. The position peaked at $4.15K in Q1 2023. 67 funds tracked by Wall St. Rank hold BLFY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Blue Foundry Bancorp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 436 Blue Foundry Bancorp shares in Q2 2023, an estimated $4.15K.
  • TCI Wealth Advisors first reported a position in Blue Foundry Bancorp in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Blue Foundry Bancorp position peaked at $4.15K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q2 2023.

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