TCI Wealth Advisors’s Boot Barn BOOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$77	–	482
2023 Q1	$77	Hold	1	–	–	﹤0.01%	2413
2022 Q4	$63	Sell	1 -57	-98%	-$3.42K	﹤0.01%	2422
2022 Q3	$3K	Sell	58 -135	-70%	-$9.05K	﹤0.01%	1734
2022 Q2	$13K	Buy	193 +104	+117%	+$8.9K	﹤0.01%	840
2022 Q1	$8K	Sell	89 -34	-28%	-$3.23K	﹤0.01%	1228
2021 Q4	$15K	Buy	123 +34	+38%	+$3.84K	﹤0.01%	853
2021 Q3	$8K	Sell	89 -20	-18%	-$1.72K	﹤0.01%	1230
2021 Q2	$9K	Buy	109 +77	+241%	+$5.64K	﹤0.01%	1015
2021 Q1	$2K	Buy	+32	New	+$1.88K	﹤0.01%	1683
2020 Q2	–	Sell	-33	Closed	–	–	1469
2020 Q1	$0	Sell	33 -17	-34%	-$542	﹤0.01%	1493
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1108
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1040
2019 Q2	$2K	Buy	50 +17	+52%	+$512	﹤0.01%	981
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	1161
2018 Q4	$1K	Buy	+33	New	+$758	﹤0.01%	1157

Other funds holding BOOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management

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

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