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TCI Wealth Advisors’s BrightView Holdings BV Stock Holding History

TCI Wealth Advisors’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,085
Closed -$7.48K – 2536
2022
Q4 		$7.48K Buy
1,085
+647
+148% +$4.99K ﹤0.01% 1266
2022
Q3 		$3K Buy
+438
New +$4.68K ﹤0.01% 1736

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's BV Position: Q1 2023 in Review

TCI Wealth Advisors sold out of BrightView Holdings (BV) in Q1 2023, closing a stake of 1,085 shares — an estimated $7.48K sold.

TCI Wealth Advisors first reported a position in BV in Q3 2022 and held it in 2 quarters. The position peaked at $7.48K in Q4 2022. 136 funds tracked by Wall St. Rank hold BV as of Q1 2023.

  • TCI Wealth Advisors reported no remaining BrightView Holdings position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,085 BrightView Holdings shares in Q1 2023, an estimated $7.48K.
  • TCI Wealth Advisors first reported a position in BrightView Holdings in Q3 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's BrightView Holdings position peaked at $7.48K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held BrightView Holdings as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.