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TCI Wealth Advisors’s CarGurus CARG Stock Holding History

TCI Wealth Advisors’s Portfolio CARG Stock Details CARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-246
Closed -$4.6K – 521
2023
Q1 		$4.6K Buy
246
+1
+0.4% +$17 ﹤0.01% 1589
2022
Q4 		$3.43K Sell
245
-308
-56% -$4.22K ﹤0.01% 1779
2022
Q3 		$8K Buy
+553
New +$11.2K ﹤0.01% 1131
2022
Q2 		– Sell
-348
Closed -$15K – 2293
2022
Q1 		$15K Buy
348
+93
+36% +$3.42K ﹤0.01% 826
2021
Q4 		$9K Buy
255
+62
+32% +$2.18K ﹤0.01% 1231
2021
Q3 		$6K Buy
193
+90
+87% +$2.63K ﹤0.01% 1430
2021
Q2 		$3K Buy
103
+27
+36% +$701 ﹤0.01% 1711
2021
Q1 		$2K Buy
+76
New +$2.2K ﹤0.01% 1688

Other funds holding CARG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of CarGurus (CARG) in Q2 2023, closing a stake of 246 shares — an estimated $4.6K sold.

TCI Wealth Advisors first reported a position in CARG in Q1 2021 and held it in 8 quarters. The position peaked at $15K in Q1 2022. 215 funds tracked by Wall St. Rank hold CARG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining CarGurus position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 246 CarGurus shares in Q2 2023, an estimated $4.6K.
  • TCI Wealth Advisors first reported a position in CarGurus in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's CarGurus position peaked at $15K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held CarGurus as of Q2 2023.

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