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TCI Wealth Advisors’s Greif GEF Stock Holding History

TCI Wealth Advisors’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-78
Closed -$4.94K – 992
2023
Q1 		$4.94K Hold
78
– – ﹤0.01% 1537
2022
Q4 		$5.23K Sell
78
-1
-1% -$67 ﹤0.01% 1492
2022
Q3 		$5K Buy
79
+3
+4% +$200 ﹤0.01% 1451
2022
Q2 		$5K Hold
76
– – ﹤0.01% 1480
2022
Q1 		$5K Hold
76
– – ﹤0.01% 1540
2021
Q4 		$5K Hold
76
– – ﹤0.01% 1652
2021
Q3 		$5K Buy
+76
New +$4.7K ﹤0.01% 1588

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Greif (GEF) in Q2 2023, closing a stake of 78 shares — an estimated $4.94K sold.

TCI Wealth Advisors first reported a position in GEF in Q3 2021 and held it in 7 quarters. The position peaked at $5.23K in Q4 2022. 226 funds tracked by Wall St. Rank hold GEF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Greif position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 78 Greif shares in Q2 2023, an estimated $4.94K.
  • TCI Wealth Advisors first reported a position in Greif in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Greif position peaked at $5.23K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held Greif as of Q2 2023.

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