TCI Wealth Advisors’s Eagle Materials EXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14	Closed	-$2.06K	–	880
2023 Q1	$2.06K	Hold	14	–	–	﹤0.01%	1962
2022 Q4	$1.86K	Sell	14 -100	-88%	-$12.6K	﹤0.01%	1992
2022 Q3	$12K	Buy	114 +103	+936%	+$12.3K	﹤0.01%	902
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	2131
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	1971
2021 Q4	$2K	Buy	11 +5	+83%	+$769	﹤0.01%	2079
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	2257
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	2204
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	2055
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	1370
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	1313
2020 Q2	$0	Hold	6	–	–	﹤0.01%	1517
2020 Q1	$0	Sell	6 -10	-63%	-$797	﹤0.01%	1555
2019 Q4	$1K	Buy	+16	New	+$1.47K	﹤0.01%	1328
2018 Q4	–	Sell	-5	Closed	–	–	1499
2018 Q3	$0	Sell	5 -10	-67%	-$971	﹤0.01%	1495
2018 Q2	$2K	Buy	+15	New	+$1.58K	﹤0.01%	1068

Other funds holding EXP

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 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

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

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

TCI Wealth Advisors sold out of Eagle Materials (EXP) in Q2 2023, closing a stake of 14 shares — an estimated $2.06K sold.

TCI Wealth Advisors first reported a position in EXP in Q2 2018 and held it in 16 quarters. The position peaked at $12K in Q3 2022. 437 funds tracked by Wall St. Rank hold EXP as of Q2 2023.

TCI Wealth Advisors reported no remaining Eagle Materials position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 14 Eagle Materials shares in Q2 2023, an estimated $2.06K.
TCI Wealth Advisors first reported a position in Eagle Materials in Q2 2018 and held it in 16 quarters.
TCI Wealth Advisors's Eagle Materials position peaked at $12K in Q3 2022.
437 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2023.

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