TCI Wealth Advisors’s Generac Holdings GNRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-69	Closed	-$7.45K	–	1018
2023 Q1	$7.45K	Buy	69 +56	+431%	+$6.48K	﹤0.01%	1264
2022 Q4	$1.31K	Sell	13 -126	-91%	-$14.3K	﹤0.01%	2068
2022 Q3	$25K	Buy	139 +59	+74%	+$13.5K	﹤0.01%	566
2022 Q2	$17K	Buy	80 +69	+627%	+$17K	﹤0.01%	702
2022 Q1	$3K	Sell	11 -64	-85%	-$19.2K	﹤0.01%	1876
2021 Q4	$26K	Sell	75 -4	-5%	-$1.66K	﹤0.01%	591
2021 Q3	$32K	Hold	79	–	–	﹤0.01%	526
2021 Q2	$33K	Sell	79 -15	-16%	-$5.03K	0.01%	494
2021 Q1	$31K	Buy	94 +81	+623%	+$23.9K	0.01%	469
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	1090
2020 Q3	$3K	Buy	+13	New	+$2.14K	﹤0.01%	946
2019 Q4	–	Sell	-9	Closed	-$1K	–	1590
2019 Q3	$1K	Buy	+9	New	+$674	﹤0.01%	1289

Other funds holding GNRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Generac Holdings (GNRC) in Q2 2023, closing a stake of 69 shares — an estimated $7.45K sold.

TCI Wealth Advisors first reported a position in GNRC in Q3 2019 and held it in 12 quarters. The position peaked at $33K in Q2 2021. 736 funds tracked by Wall St. Rank hold GNRC as of Q2 2023.

TCI Wealth Advisors reported no remaining Generac Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 69 Generac Holdings shares in Q2 2023, an estimated $7.45K.
TCI Wealth Advisors first reported a position in Generac Holdings in Q3 2019 and held it in 12 quarters.
TCI Wealth Advisors's Generac Holdings position peaked at $33K in Q2 2021.
736 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2023.

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