TCI Wealth Advisors’s First Advantage FA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2	Closed	-$28	–	887
2023 Q1	$28	Buy	+2	New	+$27	﹤0.01%	2473

Other funds holding FA

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

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

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

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

TCI Wealth Advisors sold out of First Advantage (FA) in Q2 2023, closing a stake of 2 shares — an estimated $28 sold.

TCI Wealth Advisors first reported a position in FA in Q1 2023 and held it in 1 quarter. The position peaked at $28 in Q1 2023. 98 funds tracked by Wall St. Rank hold FA as of Q2 2023.

TCI Wealth Advisors reported no remaining First Advantage position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 First Advantage shares in Q2 2023, an estimated $28.
TCI Wealth Advisors first reported a position in First Advantage in Q1 2023 and held it in 1 quarter.
TCI Wealth Advisors's First Advantage position peaked at $28 in Q1 2023.
98 funds tracked by Wall St. Rank held First Advantage as of Q2 2023.

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