TCI Wealth Advisors’s Del Monte Corp DMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-354	Closed	-$10.7K	–	906
2023 Q1	$10.7K	Buy	354 +66	+23%	+$1.92K	﹤0.01%	1055
2022 Q4	$7.54K	Hold	288	–	–	﹤0.01%	1260
2022 Q3	$7K	Buy	288 +110	+62%	+$3.06K	﹤0.01%	1243
2022 Q2	$5K	Hold	178	–	–	﹤0.01%	1474
2022 Q1	$5K	Buy	+178	New	+$4.83K	﹤0.01%	1532
2021 Q4	–	Sell	-164	Closed	-$5K	–	2351
2021 Q3	$5K	Buy	164 +88	+116%	+$2.77K	﹤0.01%	1582
2021 Q2	$2K	Buy	76 +13	+21%	+$419	﹤0.01%	1998
2021 Q1	$2K	Buy	+63	New	+$1.68K	﹤0.01%	1738
2020 Q2	–	Sell	-47	Closed	-$1K	–	1520
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	1234
2019 Q4	$2K	Buy	+47	New	+$1.5K	﹤0.01%	1140

Other funds holding DMC

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Del Monte Corp (DMC) in Q2 2023, closing a stake of 354 shares — an estimated $10.7K sold.

TCI Wealth Advisors first reported a position in DMC in Q4 2019 and held it in 10 quarters. The position peaked at $10.7K in Q1 2023. 168 funds tracked by Wall St. Rank hold DMC as of Q2 2023.

TCI Wealth Advisors reported no remaining Del Monte Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 354 Del Monte Corp shares in Q2 2023, an estimated $10.7K.
TCI Wealth Advisors first reported a position in Del Monte Corp in Q4 2019 and held it in 10 quarters.
TCI Wealth Advisors's Del Monte Corp position peaked at $10.7K in Q1 2023.
168 funds tracked by Wall St. Rank held Del Monte Corp as of Q2 2023.

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