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TCI Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

TCI Wealth Advisors’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-152
Closed -$4K – 2520
2022
Q3 		$4K Hold
152
– – ﹤0.01% 1579
2022
Q2 		$4K Buy
152
+30
+25% +$1.03K ﹤0.01% 1597
2022
Q1 		$5K Buy
+122
New +$5.51K ﹤0.01% 1510

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's CMCO Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Columbus McKinnon (CMCO) in Q4 2022, closing a stake of 152 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in CMCO in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 156 funds tracked by Wall St. Rank hold CMCO as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Columbus McKinnon position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 152 Columbus McKinnon shares in Q4 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Columbus McKinnon in Q1 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Columbus McKinnon position peaked at $5K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.