TWA
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TCI Wealth Advisors’s Donaldson DCI Stock Holding History

TCI Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7
Closed -$458 – 713
2023
Q1 		$458 Hold
7
– – ﹤0.01% 2227
2022
Q4 		$412 Hold
7
– – ﹤0.01% 2247
2022
Q3 		$0 Sell
7
-29
-81% -$1.51K ﹤0.01% 2312
2022
Q2 		$2K Buy
+36
New +$1.81K ﹤0.01% 1980
2022
Q1 		– Sell
-80
Closed -$5K – 2274
2021
Q4 		$5K Hold
80
– – ﹤0.01% 1635
2021
Q3 		$5K Hold
80
– – ﹤0.01% 1569
2021
Q2 		$5K Hold
80
– – ﹤0.01% 1420
2021
Q1 		$5K Buy
+80
New +$4.78K ﹤0.01% 1239
2019
Q4 		– Sell
-33
Closed -$2K – 1560
2019
Q3 		$2K Buy
+33
New +$1.63K ﹤0.01% 1058

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return