TCI Wealth Advisors’s Americold COLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-81	Closed	-$2.31K	–	631
2023 Q1	$2.31K	Hold	81	–	–	﹤0.01%	1934
2022 Q4	$2.29K	Hold	81	–	–	﹤0.01%	1941
2022 Q3	$2K	Hold	81	–	–	﹤0.01%	1910
2022 Q2	$2K	Hold	81	–	–	﹤0.01%	1975
2022 Q1	$2K	Sell	81 -203	-71%	-$5.71K	﹤0.01%	1963
2021 Q4	$9K	Buy	+284	New	+$8.78K	﹤0.01%	1240

Other funds holding COLD

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Americold (COLD) in Q2 2023, closing a stake of 81 shares — an estimated $2.31K sold.

TCI Wealth Advisors first reported a position in COLD in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 326 funds tracked by Wall St. Rank hold COLD as of Q2 2023.

TCI Wealth Advisors reported no remaining Americold position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 81 Americold shares in Q2 2023, an estimated $2.31K.
TCI Wealth Advisors first reported a position in Americold in Q4 2021 and held it in 6 quarters.
TCI Wealth Advisors's Americold position peaked at $9K in Q4 2021.
326 funds tracked by Wall St. Rank held Americold as of Q2 2023.

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