TCI Wealth Advisors’s First Bank FRBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-151	Closed	-$1.53K	–	956
2023 Q1	$1.53K	Hold	151	–	–	﹤0.01%	2027
2022 Q4	$2.08K	Hold	151	–	–	﹤0.01%	1966
2022 Q3	$2K	Hold	151	–	–	﹤0.01%	1930
2022 Q2	$2K	Hold	151	–	–	﹤0.01%	1993
2022 Q1	$2K	Hold	151	–	–	﹤0.01%	1977
2021 Q4	$2K	Hold	151	–	–	﹤0.01%	2084
2021 Q3	$2K	Hold	151	–	–	﹤0.01%	2120
2021 Q2	$2K	Hold	151	–	–	﹤0.01%	2002
2021 Q1	$2K	Buy	+151	New	+$1.63K	﹤0.01%	1745

Other funds holding FRBA

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CMS

Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of First Bank (FRBA) in Q2 2023, closing a stake of 151 shares — an estimated $1.53K sold.

TCI Wealth Advisors first reported a position in FRBA in Q1 2021 and held it in 9 quarters. The position peaked at $2.08K in Q4 2022. 70 funds tracked by Wall St. Rank hold FRBA as of Q2 2023.

TCI Wealth Advisors reported no remaining First Bank position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 151 First Bank shares in Q2 2023, an estimated $1.53K.
TCI Wealth Advisors first reported a position in First Bank in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's First Bank position peaked at $2.08K in Q4 2022.
70 funds tracked by Wall St. Rank held First Bank as of Q2 2023.

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