TCI Wealth Advisors’s Duluth Holdings DLTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-553	Closed	-$3.53K	–	748
2023 Q1	$3.53K	Hold	553	–	–	﹤0.01%	1757
2022 Q4	$3.42K	Buy	+553	New	+$4.14K	﹤0.01%	1780
2019 Q2	–	Sell	-94	Closed	-$2K	–	1447
2019 Q1	$2K	Sell	94 -26	-22%	-$618	﹤0.01%	1009
2018 Q4	$3K	Buy	120 +26	+28%	+$743	﹤0.01%	886
2018 Q3	$3K	Hold	94	–	–	﹤0.01%	911
2018 Q2	$2K	Buy	+94	New	+$1.77K	﹤0.01%	1056

Other funds holding DLTH

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Duluth Holdings (DLTH) in Q2 2023, closing a stake of 553 shares — an estimated $3.53K sold.

TCI Wealth Advisors first reported a position in DLTH in Q2 2018 and held it in 6 quarters. The position peaked at $3.53K in Q1 2023. 79 funds tracked by Wall St. Rank hold DLTH as of Q2 2023.

TCI Wealth Advisors reported no remaining Duluth Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 553 Duluth Holdings shares in Q2 2023, an estimated $3.53K.
TCI Wealth Advisors first reported a position in Duluth Holdings in Q2 2018 and held it in 6 quarters.
TCI Wealth Advisors's Duluth Holdings position peaked at $3.53K in Q1 2023.
79 funds tracked by Wall St. Rank held Duluth Holdings as of Q2 2023.

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