TCI Wealth Advisors’s Graco GGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17	Closed	-$1.24K	–	1000
2023 Q1	$1.24K	Hold	17	–	–	﹤0.01%	2074
2022 Q4	$1.14K	Sell	17 -1	-6%	-$67	﹤0.01%	2093
2022 Q3	$1K	Buy	18 +10	+125%	+$642	﹤0.01%	2088
2022 Q2	$0	Hold	8	–	–	﹤0.01%	2361
2022 Q1	$1K	Sell	8 -3	-27%	-$216	﹤0.01%	2099
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	2195
2021 Q3	$1K	Buy	11 +3	+38%	+$230	﹤0.01%	2265
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	2213
2021 Q1	$1K	Sell	8 -27	-77%	-$1.92K	﹤0.01%	2067
2020 Q4	$3K	Buy	35 +27	+338%	+$1.81K	﹤0.01%	1088
2020 Q3	$0	Hold	8	–	–	﹤0.01%	1571
2020 Q2	$0	Hold	8	–	–	﹤0.01%	1530
2020 Q1	$0	Buy	8 +3	+60%	+$154	﹤0.01%	1576
2019 Q4	$0	Hold	5	–	–	﹤0.01%	1586
2019 Q3	$0	Hold	5	–	–	﹤0.01%	1534
2019 Q2	$0	Hold	5	–	–	﹤0.01%	1471
2019 Q1	$0	Hold	5	–	–	﹤0.01%	1449
2018 Q4	$0	Sell	5 -16	-76%	-$669	﹤0.01%	1510
2018 Q3	$1K	Sell	21 -32	-60%	-$1.49K	﹤0.01%	1221
2018 Q2	$2K	Buy	+53	New	+$2.43K	﹤0.01%	1081

Other funds holding GGG

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wellington Management Group

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