TCI Wealth Advisors’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19	Closed	-$623	–	1133
2023 Q1	$623	Buy	19 +9	+90%	+$289	﹤0.01%	2184
2022 Q4	$268	Buy	10 +2	+25%	+$53	﹤0.01%	2300
2022 Q3	$0	Sell	8 -120	-94%	-$3.55K	﹤0.01%	2402
2022 Q2	$3K	Buy	+128	New	+$3.71K	﹤0.01%	1814
2022 Q1	–	Sell	-99	Closed	-$5K	–	2321
2021 Q4	$5K	Buy	+99	New	+$4.38K	﹤0.01%	1660
2021 Q3	–	Sell	-109	Closed	-$6K	–	2467
2021 Q2	$6K	Buy	+109	New	+$6K	﹤0.01%	1319
2019 Q4	–	Sell	-42	Closed	-$1K	–	1603
2019 Q3	$1K	Buy	+42	New	+$994	﹤0.01%	1303
2018 Q4	–	Sell	-40	Closed	-$1K	–	1526
2018 Q3	$1K	Buy	+40	New	+$877	﹤0.01%	1238
2018 Q2	–	Sell	-28	Closed	-$1K	–	1543
2018 Q1	$1K	Buy	+28	New	+$763	﹤0.01%	1153

Other funds holding ICHR

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Ichor Holdings (ICHR) in Q2 2023, closing a stake of 19 shares — an estimated $623 sold.

TCI Wealth Advisors first reported a position in ICHR in Q1 2018 and held it in 9 quarters. The position peaked at $6K in Q2 2021. 163 funds tracked by Wall St. Rank hold ICHR as of Q2 2023.

TCI Wealth Advisors reported no remaining Ichor Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 19 Ichor Holdings shares in Q2 2023, an estimated $623.
TCI Wealth Advisors first reported a position in Ichor Holdings in Q1 2018 and held it in 9 quarters.
TCI Wealth Advisors's Ichor Holdings position peaked at $6K in Q2 2021.
163 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2023.

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