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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

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

MPI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Graco (GGG) in Q2 2023, closing a stake of 17 shares — an estimated $1.24K sold.

TCI Wealth Advisors first reported a position in GGG in Q2 2018 and held it in 20 quarters. The position peaked at $3K in Q4 2020. 600 funds tracked by Wall St. Rank hold GGG as of Q2 2023.

TCI Wealth Advisors reported no remaining Graco position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 17 Graco shares in Q2 2023, an estimated $1.24K.
TCI Wealth Advisors first reported a position in Graco in Q2 2018 and held it in 20 quarters.
TCI Wealth Advisors's Graco position peaked at $3K in Q4 2020.
600 funds tracked by Wall St. Rank held Graco as of Q2 2023.

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