TCI Wealth Advisors’s Farmland Partners FPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,157	Closed	-$12.4K	–	955
2023 Q1	$12.4K	Buy	1,157 +691	+148%	+$8.09K	﹤0.01%	954
2022 Q4	$5.81K	Hold	466	–	–	﹤0.01%	1423
2022 Q3	$6K	Hold	466	–	–	﹤0.01%	1337
2022 Q2	$6K	Hold	466	–	–	﹤0.01%	1345
2022 Q1	$6K	Hold	466	–	–	﹤0.01%	1417
2021 Q4	$6K	Hold	466	–	–	﹤0.01%	1525
2021 Q3	$6K	Hold	466	–	–	﹤0.01%	1454
2021 Q2	$6K	Hold	466	–	–	﹤0.01%	1310
2021 Q1	$5K	Hold	466	–	–	﹤0.01%	1250
2020 Q4	$4K	Buy	466 +177	+61%	+$1.34K	﹤0.01%	960
2020 Q3	$2K	Hold	289	–	–	﹤0.01%	1103
2020 Q2	$2K	Sell	289 -104	-26%	-$682	﹤0.01%	1054
2020 Q1	$2K	Sell	393 -191	-33%	-$1.23K	﹤0.01%	1012
2019 Q4	$4K	Hold	584	–	–	﹤0.01%	912
2019 Q3	$4K	Buy	+584	New	+$3.75K	﹤0.01%	860
2019 Q2	–	Hold	0	–	–	–	815
2019 Q1	–	Hold	0	–	–	–	836
2018 Q4	–	Hold	0	–	–	–	890
2018 Q2	–	Hold	0	–	–	–	1079
2017 Q4	–	Hold	0	–	–	–	896
2017 Q3	–	Hold	0	–	–	–	1107

Other funds holding FPI

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

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Farmland Partners (FPI) in Q2 2023, closing a stake of 1,157 shares — an estimated $12.4K sold.

TCI Wealth Advisors first reported a position in FPI in Q3 2019 and held it in 15 quarters. The position peaked at $12.4K in Q1 2023. 171 funds tracked by Wall St. Rank hold FPI as of Q2 2023.

TCI Wealth Advisors reported no remaining Farmland Partners position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,157 Farmland Partners shares in Q2 2023, an estimated $12.4K.
TCI Wealth Advisors first reported a position in Farmland Partners in Q3 2019 and held it in 15 quarters.
TCI Wealth Advisors's Farmland Partners position peaked at $12.4K in Q1 2023.
171 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2023.

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