TWA
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TCI Wealth Advisors’s Forestar Group FOR Stock Holding History

TCI Wealth Advisors’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-374
Closed -$5.82K – 948
2023
Q1 		$5.82K Hold
374
– – ﹤0.01% 1424
2022
Q4 		$5.76K Buy
+374
New +$4.95K ﹤0.01% 1428
2022
Q3 		– Sell
-620
Closed -$8K – 2355
2022
Q2 		$8K Buy
620
+396
+177% +$6.24K ﹤0.01% 1144
2022
Q1 		$4K Buy
+224
New +$4.2K ﹤0.01% 1698
2018
Q4 		– Sell
-109
Closed -$2K – 1504
2018
Q3 		$2K Hold
109
– – ﹤0.01% 1031
2018
Q2 		$2K Buy
109
+71
+187% +$1.59K ﹤0.01% 1076
2018
Q1 		$1K Hold
38
– – ﹤0.01% 1134
2017
Q4 		$1K Buy
+38
New +$739 ﹤0.01% 1183

Other funds holding FOR

LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Forestar Group (FOR) in Q2 2023, closing a stake of 374 shares — an estimated $5.82K sold.

TCI Wealth Advisors first reported a position in FOR in Q4 2017 and held it in 8 quarters. The position peaked at $8K in Q2 2022. 128 funds tracked by Wall St. Rank hold FOR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Forestar Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 374 Forestar Group shares in Q2 2023, an estimated $5.82K.
  • TCI Wealth Advisors first reported a position in Forestar Group in Q4 2017 and held it in 8 quarters.
  • TCI Wealth Advisors's Forestar Group position peaked at $8K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Forestar Group as of Q2 2023.

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