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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 $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Donaldson (DCI) in Q2 2023, closing a stake of 7 shares — an estimated $458 sold.

TCI Wealth Advisors first reported a position in DCI in Q3 2019 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 455 funds tracked by Wall St. Rank hold DCI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Donaldson position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 7 Donaldson shares in Q2 2023, an estimated $458.
  • TCI Wealth Advisors first reported a position in Donaldson in Q3 2019 and held it in 9 quarters.
  • TCI Wealth Advisors's Donaldson position peaked at $5K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Donaldson as of Q2 2023.

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