TCI Wealth Advisors’s National Vision EYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-216	Closed	-$8.37K	–	2555
2022 Q4	$8.37K	Buy	216 +1	+0.5%	+$37	﹤0.01%	1195
2022 Q3	$7K	Buy	215 +4	+2%	+$130	﹤0.01%	1240
2022 Q2	$6K	Buy	211 +35	+20%	+$1.15K	﹤0.01%	1341
2022 Q1	$8K	Buy	176 +74	+73%	+$3K	﹤0.01%	1243
2021 Q4	$5K	Sell	102 -25	-20%	-$1.34K	﹤0.01%	1643
2021 Q3	$7K	Buy	127 +25	+25%	+$1.38K	﹤0.01%	1345
2021 Q2	$5K	Buy	102 +33	+48%	+$1.62K	﹤0.01%	1432
2021 Q1	$3K	Buy	+69	New	+$3.29K	﹤0.01%	1517

Other funds holding EYE

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCI Wealth Advisors's EYE Position: Q1 2023 in Review

TCI Wealth Advisors sold out of National Vision (EYE) in Q1 2023, closing a stake of 216 shares — an estimated $8.37K sold.

TCI Wealth Advisors first reported a position in EYE in Q1 2021 and held it in 8 quarters. The position peaked at $8.37K in Q4 2022. 182 funds tracked by Wall St. Rank hold EYE as of Q1 2023.

TCI Wealth Advisors reported no remaining National Vision position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 216 National Vision shares in Q1 2023, an estimated $8.37K.
TCI Wealth Advisors first reported a position in National Vision in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's National Vision position peaked at $8.37K in Q4 2022.
182 funds tracked by Wall St. Rank held National Vision as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.