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TCI Wealth Advisors’s Gorman-Rupp GRC Stock Holding History

TCI Wealth Advisors’s Portfolio GRC Stock Details GRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-831
Closed -$20K – 2562
2022
Q3 		$20K Buy
+831
New +$22.5K ﹤0.01% 654
2022
Q2 		– Sell
-259
Closed -$9K – 2371
2022
Q1 		$9K Hold
259
– – ﹤0.01% 1157
2021
Q4 		$12K Hold
259
– – ﹤0.01% 1031
2021
Q3 		$9K Hold
259
– – ﹤0.01% 1165
2021
Q2 		$9K Hold
259
– – ﹤0.01% 1030
2021
Q1 		$9K Buy
+259
New +$8.57K ﹤0.01% 906

Other funds holding GRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
MFC
Mechanics Financial Corp Mansfield, Ohio $280M AUM 37.68% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

TCI Wealth Advisors's GRC Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Gorman-Rupp (GRC) in Q4 2022, closing a stake of 831 shares — an estimated $20K sold.

TCI Wealth Advisors first reported a position in GRC in Q1 2021 and held it in 6 quarters. The position peaked at $20K in Q3 2022. 120 funds tracked by Wall St. Rank hold GRC as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Gorman-Rupp position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 831 Gorman-Rupp shares in Q4 2022, an estimated $20K.
  • TCI Wealth Advisors first reported a position in Gorman-Rupp in Q1 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Gorman-Rupp position peaked at $20K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Gorman-Rupp as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.