TCI Wealth Advisors’s H.B. Fuller FUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-393	Closed	-$26.9K	–	973
2023 Q1	$26.9K	Hold	393	–	–	﹤0.01%	595
2022 Q4	$28.1K	Sell	393 -2	-0.5%	-$144	﹤0.01%	563
2022 Q3	$24K	Buy	395 +4	+1%	+$255	﹤0.01%	578
2022 Q2	$24K	Buy	391 +40	+11%	+$2.68K	﹤0.01%	581
2022 Q1	$23K	Buy	351 +7	+2%	+$493	﹤0.01%	628
2021 Q4	$28K	Sell	344 -290	-46%	-$21.4K	﹤0.01%	562
2021 Q3	$41K	Hold	634	–	–	0.01%	476
2021 Q2	$40K	Hold	634	–	–	0.01%	452
2021 Q1	$40K	Buy	634 +186	+42%	+$10.6K	0.02%	396
2020 Q4	$23K	Buy	448 +56	+14%	+$2.84K	0.01%	470
2020 Q3	$18K	Buy	392 +13	+3%	+$614	0.01%	469
2020 Q2	$17K	Buy	379 +290	+326%	+$10.5K	0.01%	477
2020 Q1	$2K	Buy	+89	New	+$3.74K	﹤0.01%	1013
2019 Q4	–	Sell	-59	Closed	-$3K	–	1584
2019 Q3	$3K	Buy	+59	New	+$2.7K	﹤0.01%	951
2019 Q2	–	Sell	-9	Closed	–	–	1467
2019 Q1	$0	Hold	9	–	–	﹤0.01%	1446
2018 Q4	$0	Buy	+9	New	+$407	﹤0.01%	1507

Other funds holding FUL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

TCI Wealth Advisors sold out of H.B. Fuller (FUL) in Q2 2023, closing a stake of 393 shares — an estimated $26.9K sold.

TCI Wealth Advisors first reported a position in FUL in Q4 2018 and held it in 16 quarters. The position peaked at $41K in Q3 2021. 295 funds tracked by Wall St. Rank hold FUL as of Q2 2023.

TCI Wealth Advisors reported no remaining H.B. Fuller position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 393 H.B. Fuller shares in Q2 2023, an estimated $26.9K.
TCI Wealth Advisors first reported a position in H.B. Fuller in Q4 2018 and held it in 16 quarters.
TCI Wealth Advisors's H.B. Fuller position peaked at $41K in Q3 2021.
295 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2023.

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