TCI Wealth Advisors’s Cato Corp CATO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-376	Closed	-$3.32K	–	525
2023 Q1	$3.32K	Hold	376	–	–	﹤0.01%	1795
2022 Q4	$3.51K	Buy	+376	New	+$3.85K	﹤0.01%	1759
2020 Q2	–	Sell	-72	Closed	-$1K	–	1477
2020 Q1	$1K	Buy	+72	New	+$1.09K	﹤0.01%	1199
2018 Q4	–	Sell	-37	Closed	-$1K	–	1463
2018 Q3	$1K	Buy	+37	New	+$857	﹤0.01%	1175
2018 Q1	–	Sell	-51	Closed	-$1K	–	1354
2017 Q4	$1K	Buy	51 +3	+6%	+$43	﹤0.01%	1149
2017 Q3	$1K	Sell	48 -230	-83%	-$3.45K	﹤0.01%	1075
2017 Q2	$5K	Hold	278	–	–	﹤0.01%	744
2017 Q1	$6K	Sell	278 -187	-40%	-$4.66K	﹤0.01%	673
2016 Q4	$14K	Hold	465	–	–	0.01%	552
2016 Q3	$15K	Hold	465	–	–	0.01%	485
2016 Q2	$18K	Hold	465	–	–	0.01%	458
2016 Q1	$18K	Hold	465	–	–	0.01%	457
2015 Q4	$17K	Buy	+465	New	+$17.6K	0.01%	460

Other funds holding CATO

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

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

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

Aldebaran Capital Carmel, Indiana $131M AUM 34.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Cato Corp (CATO) in Q2 2023, closing a stake of 376 shares — an estimated $3.32K sold.

TCI Wealth Advisors first reported a position in CATO in Q4 2015 and held it in 13 quarters. The position peaked at $18K in Q2 2016. 75 funds tracked by Wall St. Rank hold CATO as of Q2 2023.

TCI Wealth Advisors reported no remaining Cato Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 376 Cato Corp shares in Q2 2023, an estimated $3.32K.
TCI Wealth Advisors first reported a position in Cato Corp in Q4 2015 and held it in 13 quarters.
TCI Wealth Advisors's Cato Corp position peaked at $18K in Q2 2016.
75 funds tracked by Wall St. Rank held Cato Corp as of Q2 2023.

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