TCI Wealth Advisors’s Cable One CABO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$702	–	510
2023 Q1	$702	Buy	+1	New	+$728	﹤0.01%	2162
2022 Q1	–	Sell	-5	Closed	-$9K	–	2246
2021 Q4	$9K	Buy	+5	New	+$8.87K	﹤0.01%	1230
2018 Q3	–	Sell	-1	Closed	-$1K	–	1470
2018 Q2	$1K	Buy	+1	New	+$679	﹤0.01%	1254

Other funds holding CABO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Cable One (CABO) in Q2 2023, closing a stake of 1 share — an estimated $702 sold.

TCI Wealth Advisors first reported a position in CABO in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 317 funds tracked by Wall St. Rank hold CABO as of Q2 2023.

TCI Wealth Advisors reported no remaining Cable One position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Cable One share in Q2 2023, an estimated $702.
TCI Wealth Advisors first reported a position in Cable One in Q2 2018 and held it in 3 quarters.
TCI Wealth Advisors's Cable One position peaked at $9K in Q4 2021.
317 funds tracked by Wall St. Rank held Cable One as of Q2 2023.

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