TCI Wealth Advisors’s Harmonic Inc HLIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-370	Closed	-$5.4K	–	1075
2023 Q1	$5.4K	Hold	370	–	–	﹤0.01%	1470
2022 Q4	$4.85K	Hold	370	–	–	﹤0.01%	1543
2022 Q3	$5K	Hold	370	–	–	﹤0.01%	1458
2022 Q2	$3K	Hold	370	–	–	﹤0.01%	1809
2022 Q1	$3K	Hold	370	–	–	﹤0.01%	1879
2021 Q4	$4K	Hold	370	–	–	﹤0.01%	1823
2021 Q3	$3K	Hold	370	–	–	﹤0.01%	1936
2021 Q2	$3K	Buy	+370	New	+$2.83K	﹤0.01%	1757
2020 Q3	–	Sell	-198	Closed	-$1K	–	1580
2020 Q2	$1K	Hold	198	–	–	﹤0.01%	1261
2020 Q1	$1K	Buy	+198	New	+$1.33K	﹤0.01%	1252
2018 Q1	–	Sell	-148	Closed	-$1K	–	1382
2017 Q4	$1K	Buy	+148	New	+$556	﹤0.01%	1198
2017 Q2	–	Sell	-101	Closed	-$1K	–	1360
2017 Q1	$1K	Buy	+101	New	+$554	﹤0.01%	1101

Other funds holding HLIT

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

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Harmonic Inc (HLIT) in Q2 2023, closing a stake of 370 shares — an estimated $5.4K sold.

TCI Wealth Advisors first reported a position in HLIT in Q1 2017 and held it in 12 quarters. The position peaked at $5.4K in Q1 2023. 224 funds tracked by Wall St. Rank hold HLIT as of Q2 2023.

TCI Wealth Advisors reported no remaining Harmonic Inc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 370 Harmonic Inc shares in Q2 2023, an estimated $5.4K.
TCI Wealth Advisors first reported a position in Harmonic Inc in Q1 2017 and held it in 12 quarters.
TCI Wealth Advisors's Harmonic Inc position peaked at $5.4K in Q1 2023.
224 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2023.

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