TCI Wealth Advisors’s Conn's Inc. CONN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-126	Closed	-$867	–	2668
2022 Q4	$867	Buy	126 +52	+70%	+$411	﹤0.01%	2131
2022 Q3	$1K	Sell	74 -288	-80%	-$2.74K	﹤0.01%	2201
2022 Q2	$3K	Buy	+362	New	+$4.76K	﹤0.01%	1935
2018 Q2	–	Sell	-28	Closed	-$1K	–	1626
2018 Q1	$1K	Hold	28	–	–	﹤0.01%	1262
2017 Q4	$1K	Buy	+28	New	+$856	﹤0.01%	1299

Other funds holding CONN

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCI Wealth Advisors's CONN Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Conn's Inc. (CONN) in Q1 2023, closing a stake of 126 shares — an estimated $867 sold.

TCI Wealth Advisors first reported a position in CONN in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 85 funds tracked by Wall St. Rank hold CONN as of Q1 2023.

TCI Wealth Advisors reported no remaining Conn's Inc. position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 126 Conn's Inc. shares in Q1 2023, an estimated $867.
TCI Wealth Advisors first reported a position in Conn's Inc. in Q4 2017 and held it in 5 quarters.
TCI Wealth Advisors's Conn's Inc. position peaked at $3K in Q2 2022.
85 funds tracked by Wall St. Rank held Conn's Inc. as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.