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TCI Wealth Advisors’s FB Financial Corp FBK Stock Holding History

TCI Wealth Advisors’s Portfolio FBK Stock Details FBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$32 – 894
2023
Q1 		$32 Sell
1
-151
-99% -$5.39K ﹤0.01% 2469
2022
Q4 		$5.49K Buy
152
+38
+33% +$1.52K ﹤0.01% 1465
2022
Q3 		$4K Buy
114
+2
+2% +$82 ﹤0.01% 1596
2022
Q2 		$4K Hold
112
– – ﹤0.01% 1616
2022
Q1 		$5K Hold
112
– – ﹤0.01% 1528
2021
Q4 		$5K Hold
112
– – ﹤0.01% 1645
2021
Q3 		$5K Buy
+112
New +$4.44K ﹤0.01% 1578

Other funds holding FBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCI Wealth Advisors sold out of FB Financial Corp (FBK) in Q2 2023, closing a stake of 1 share — an estimated $32 sold.

TCI Wealth Advisors first reported a position in FBK in Q3 2021 and held it in 7 quarters. The position peaked at $5.49K in Q4 2022. 167 funds tracked by Wall St. Rank hold FBK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining FB Financial Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 FB Financial Corp share in Q2 2023, an estimated $32.
  • TCI Wealth Advisors first reported a position in FB Financial Corp in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's FB Financial Corp position peaked at $5.49K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2023.

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