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TCI Wealth Advisors’s Distribution Solutions Group DSGR Stock Holding History

TCI Wealth Advisors’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-188
Closed -$3K – 2536
2022
Q3 		$3K Buy
+188
New +$4.08K ﹤0.01% 1753

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

TCI Wealth Advisors's DSGR Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Distribution Solutions Group (DSGR) in Q4 2022, closing a stake of 188 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in DSGR in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 64 funds tracked by Wall St. Rank hold DSGR as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Distribution Solutions Group position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 188 Distribution Solutions Group shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Distribution Solutions Group in Q3 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's Distribution Solutions Group position peaked at $3K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.