TCI Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-130	Closed	-$4.43K	–	572
2023 Q1	$4.43K	Hold	130	–	–	﹤0.01%	1608
2022 Q4	$4.33K	Hold	130	–	–	﹤0.01%	1624
2022 Q3	$4K	Hold	130	–	–	﹤0.01%	1576
2022 Q2	$5K	Hold	130	–	–	﹤0.01%	1449
2022 Q1	$4K	Hold	130	–	–	﹤0.01%	1674
2021 Q4	$4K	Hold	130	–	–	﹤0.01%	1784
2021 Q3	$4K	Buy	130 +70	+117%	+$2.05K	﹤0.01%	1713
2021 Q2	$2K	Buy	+60	New	+$1.92K	﹤0.01%	1966
2020 Q1	–	Sell	-20	Closed	-$1K	–	1507
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1303
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	1247
2019 Q2	$1K	Buy	+20	New	+$659	﹤0.01%	1163

Other funds holding CHEF

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Chefs' Warehouse (CHEF) in Q2 2023, closing a stake of 130 shares — an estimated $4.43K sold.

TCI Wealth Advisors first reported a position in CHEF in Q2 2019 and held it in 11 quarters. The position peaked at $5K in Q2 2022. 164 funds tracked by Wall St. Rank hold CHEF as of Q2 2023.

TCI Wealth Advisors reported no remaining Chefs' Warehouse position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 130 Chefs' Warehouse shares in Q2 2023, an estimated $4.43K.
TCI Wealth Advisors first reported a position in Chefs' Warehouse in Q2 2019 and held it in 11 quarters.
TCI Wealth Advisors's Chefs' Warehouse position peaked at $5K in Q2 2022.
164 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2023.

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