TCI Wealth Advisors’s Brady Corp BRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-37	Closed	-$1.99K	–	489
2023 Q1	$1.99K	Hold	37	–	–	﹤0.01%	1969
2022 Q4	$1.74K	Sell	37 -152	-80%	-$6.97K	﹤0.01%	2006
2022 Q3	$8K	Buy	189 +3	+2%	+$138	﹤0.01%	1128
2022 Q2	$9K	Buy	186 +152	+447%	+$6.99K	﹤0.01%	1059
2022 Q1	$2K	Sell	34 -158	-82%	-$7.71K	﹤0.01%	1955
2021 Q4	$10K	Buy	192 +10	+5%	+$524	﹤0.01%	1142
2021 Q3	$9K	Sell	182 -27	-13%	-$1.42K	﹤0.01%	1146
2021 Q2	$12K	Buy	209 +43	+26%	+$2.42K	﹤0.01%	839
2021 Q1	$9K	Buy	166 +88	+113%	+$4.6K	﹤0.01%	888
2020 Q4	$4K	Hold	78	–	–	﹤0.01%	941
2020 Q3	$3K	Hold	78	–	–	﹤0.01%	922
2020 Q2	$4K	Hold	78	–	–	﹤0.01%	784
2020 Q1	$4K	Buy	78 +44	+129%	+$2.24K	﹤0.01%	752
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	1109
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	1041
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	982
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	1000
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	1158
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	1168
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	1250
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	1096
2017 Q4	$1K	Hold	34	–	–	﹤0.01%	1143
2017 Q3	$1K	Hold	34	–	–	﹤0.01%	1069
2017 Q2	$1K	Hold	34	–	–	﹤0.01%	1101
2017 Q1	$1K	Hold	34	–	–	﹤0.01%	1053
2016 Q4	$1K	Hold	34	–	–	﹤0.01%	1132
2016 Q3	$1K	Hold	34	–	–	﹤0.01%	1090
2016 Q2	$1K	Buy	34 +5	+17%	+$145	﹤0.01%	1033
2016 Q1	$1K	Buy	+29	New	+$697	﹤0.01%	1054

Other funds holding BRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Brady Corp (BRC) in Q2 2023, closing a stake of 37 shares — an estimated $1.99K sold.

TCI Wealth Advisors first reported a position in BRC in Q1 2016 and held it in 29 quarters. The position peaked at $12K in Q2 2021. 219 funds tracked by Wall St. Rank hold BRC as of Q2 2023.

TCI Wealth Advisors reported no remaining Brady Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 37 Brady Corp shares in Q2 2023, an estimated $1.99K.
TCI Wealth Advisors first reported a position in Brady Corp in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Brady Corp position peaked at $12K in Q2 2021.
219 funds tracked by Wall St. Rank held Brady Corp as of Q2 2023.

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