TCI Wealth Advisors’s Dillards DDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-31	Closed	-$9.54K	–	718
2023 Q1	$9.54K	Hold	31	–	–	﹤0.01%	1115
2022 Q4	$10K	Hold	31	–	–	﹤0.01%	1066
2022 Q3	$8K	Sell	31 -6	-16%	-$1.59K	﹤0.01%	1139
2022 Q2	$8K	Hold	37	–	–	﹤0.01%	1139
2022 Q1	$10K	Hold	37	–	–	﹤0.01%	1084
2021 Q4	$9K	Buy	37 +7	+23%	+$1.84K	﹤0.01%	1245
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	1571
2021 Q2	$5K	Buy	+30	New	+$3.87K	﹤0.01%	1421

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

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

CWM

ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Dillards (DDS) in Q2 2023, closing a stake of 31 shares — an estimated $9.54K sold.

TCI Wealth Advisors first reported a position in DDS in Q2 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2022. 202 funds tracked by Wall St. Rank hold DDS as of Q2 2023.

TCI Wealth Advisors reported no remaining Dillards position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 31 Dillards shares in Q2 2023, an estimated $9.54K.
TCI Wealth Advisors first reported a position in Dillards in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Dillards position peaked at $10K in Q4 2022.
202 funds tracked by Wall St. Rank held Dillards as of Q2 2023.

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