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TCI Wealth Advisors’s Capital City Bank Group CCBG Stock Holding History

TCI Wealth Advisors’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-346
Closed -$10.1K – 538
2023
Q1 		$10.1K Hold
346
– – ﹤0.01% 1084
2022
Q4 		$11.2K Hold
346
– – ﹤0.01% 992
2022
Q3 		$11K Hold
346
– – ﹤0.01% 953
2022
Q2 		$10K Hold
346
– – ﹤0.01% 993
2022
Q1 		$9K Hold
346
– – ﹤0.01% 1142
2021
Q4 		$9K Hold
346
– – ﹤0.01% 1232
2021
Q3 		$9K Hold
346
– – ﹤0.01% 1148
2021
Q2 		$9K Hold
346
– – ﹤0.01% 1017
2021
Q1 		$9K Buy
+346
New +$8.77K ﹤0.01% 892

Other funds holding CCBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Capital City Bank Group (CCBG) in Q2 2023, closing a stake of 346 shares — an estimated $10.1K sold.

TCI Wealth Advisors first reported a position in CCBG in Q1 2021 and held it in 9 quarters. The position peaked at $11.2K in Q4 2022. 93 funds tracked by Wall St. Rank hold CCBG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Capital City Bank Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 346 Capital City Bank Group shares in Q2 2023, an estimated $10.1K.
  • TCI Wealth Advisors first reported a position in Capital City Bank Group in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Capital City Bank Group position peaked at $11.2K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2023.

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