TCI Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5	Closed	-$34	–	560
2023 Q1	$34	Sell	5 -4	-44%	-$33	﹤0.01%	2465
2022 Q4	$78	Hold	9	–	–	﹤0.01%	2410
2022 Q3	$0	Sell	9 -253	-97%	-$2.35K	﹤0.01%	2283
2022 Q2	$2K	Buy	262 +72	+38%	+$711	﹤0.01%	1970
2022 Q1	$2K	Buy	+190	New	+$2.12K	﹤0.01%	1958
2021 Q3	–	Sell	-298	Closed	-$4K	–	2398
2021 Q2	$4K	Buy	298 +41	+16%	+$526	﹤0.01%	1542
2021 Q1	$3K	Buy	+257	New	+$3.4K	﹤0.01%	1500
2020 Q2	–	Sell	-35	Closed	–	–	1480
2020 Q1	$0	Buy	+35	New	+$448	﹤0.01%	1505

Other funds holding CFFN

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Capitol Federal Financial (CFFN) in Q2 2023, closing a stake of 5 shares — an estimated $34 sold.

TCI Wealth Advisors first reported a position in CFFN in Q1 2020 and held it in 8 quarters. The position peaked at $4K in Q2 2021. 178 funds tracked by Wall St. Rank hold CFFN as of Q2 2023.

TCI Wealth Advisors reported no remaining Capitol Federal Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 Capitol Federal Financial shares in Q2 2023, an estimated $34.
TCI Wealth Advisors first reported a position in Capitol Federal Financial in Q1 2020 and held it in 8 quarters.
TCI Wealth Advisors's Capitol Federal Financial position peaked at $4K in Q2 2021.
178 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2023.

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