TCI Wealth Advisors’s GMS Inc GMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-225	Closed	-$13K	–	1014
2023 Q1	$13K	Hold	225	–	–	﹤0.01%	924
2022 Q4	$11.2K	Buy	225 +32	+17%	+$1.53K	﹤0.01%	996
2022 Q3	$8K	Buy	193 +2	+1%	+$96	﹤0.01%	1156
2022 Q2	$8K	Sell	191 -82	-30%	-$3.89K	﹤0.01%	1146
2022 Q1	$13K	Sell	273 -61	-18%	-$3.21K	﹤0.01%	927
2021 Q4	$20K	Buy	334 +61	+22%	+$3.29K	﹤0.01%	710
2021 Q3	$12K	Buy	273 +82	+43%	+$3.92K	﹤0.01%	975
2021 Q2	$9K	Hold	191	–	–	﹤0.01%	1029
2021 Q1	$8K	Buy	191 +88	+85%	+$3.14K	﹤0.01%	976
2020 Q4	$3K	Hold	103	–	–	﹤0.01%	1089
2020 Q3	$2K	Hold	103	–	–	﹤0.01%	1110
2020 Q2	$3K	Hold	103	–	–	﹤0.01%	898
2020 Q1	$2K	Buy	103 +44	+75%	+$1.04K	﹤0.01%	1016
2019 Q4	$2K	Hold	59	–	–	﹤0.01%	1146
2019 Q3	$2K	Buy	+59	New	+$1.45K	﹤0.01%	1081

Other funds holding GMS

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

TCI Wealth Advisors sold out of GMS Inc (GMS) in Q2 2023, closing a stake of 225 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in GMS in Q3 2019 and held it in 15 quarters. The position peaked at $20K in Q4 2021. 272 funds tracked by Wall St. Rank hold GMS as of Q2 2023.

TCI Wealth Advisors reported no remaining GMS Inc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 225 GMS Inc shares in Q2 2023, an estimated $13K.
TCI Wealth Advisors first reported a position in GMS Inc in Q3 2019 and held it in 15 quarters.
TCI Wealth Advisors's GMS Inc position peaked at $20K in Q4 2021.
272 funds tracked by Wall St. Rank held GMS Inc as of Q2 2023.

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