TCI Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-158	Closed	-$5.04K	–	913
2023 Q1	$5.04K	Sell	158 -187	-54%	-$6.5K	﹤0.01%	1520
2022 Q4	$11.9K	Buy	345 +64	+23%	+$2.42K	﹤0.01%	949
2022 Q3	$12K	Buy	281 +127	+82%	+$5.46K	﹤0.01%	904
2022 Q2	$6K	Hold	154	–	–	﹤0.01%	1343
2022 Q1	$7K	Sell	154 -180	-54%	-$8.61K	﹤0.01%	1315
2021 Q4	$17K	Buy	334 +180	+117%	+$9.14K	﹤0.01%	783
2021 Q3	$7K	Sell	154 -202	-57%	-$9.57K	﹤0.01%	1348
2021 Q2	$17K	Buy	356 +124	+53%	+$6.09K	﹤0.01%	663
2021 Q1	$11K	Buy	232 +78	+51%	+$3.39K	﹤0.01%	805
2020 Q4	$6K	Hold	154	–	–	﹤0.01%	802
2020 Q3	$4K	Hold	154	–	–	﹤0.01%	840
2020 Q2	$4K	Sell	154 -34	-18%	-$955	﹤0.01%	799
2020 Q1	$5K	Sell	188 -429	-70%	-$13.4K	﹤0.01%	706
2019 Q4	$22K	Sell	617 -26	-4%	-$895	0.01%	529
2019 Q3	$21K	Sell	643 -13	-2%	-$409	0.01%	483
2019 Q2	$20K	Hold	656	–	–	0.01%	469
2019 Q1	$19K	Hold	656	–	–	0.01%	501
2018 Q4	$19K	Hold	656	–	–	0.01%	484
2018 Q3	$19K	Hold	656	–	–	0.01%	513
2018 Q2	$17K	Hold	656	–	–	0.01%	516
2018 Q1	$15K	Hold	656	–	–	0.01%	540
2017 Q4	$15K	Hold	656	–	–	0.01%	547
2017 Q3	$15K	Hold	656	–	–	0.01%	517
2017 Q2	$14K	Hold	656	–	–	0.01%	525
2017 Q1	$13K	Hold	656	–	–	0.01%	525
2016 Q4	$15K	Hold	656	–	–	0.01%	540
2016 Q3	$12K	Hold	656	–	–	0.01%	534
2016 Q2	$11K	Hold	656	–	–	0.01%	542
2016 Q1	$10K	Hold	656	–	–	0.01%	573
2015 Q4	$10K	Buy	+656	New	+$10.8K	0.01%	579

Other funds holding FFIN

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TCI Wealth Advisors sold out of First Financial Bankshares (FFIN) in Q2 2023, closing a stake of 158 shares — an estimated $5.04K sold.

TCI Wealth Advisors first reported a position in FFIN in Q4 2015 and held it in 30 quarters. The position peaked at $22K in Q4 2019. 260 funds tracked by Wall St. Rank hold FFIN as of Q2 2023.

TCI Wealth Advisors reported no remaining First Financial Bankshares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 158 First Financial Bankshares shares in Q2 2023, an estimated $5.04K.
TCI Wealth Advisors first reported a position in First Financial Bankshares in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's First Financial Bankshares position peaked at $22K in Q4 2019.
260 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2023.

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