TCI Wealth Advisors’s Insteel Industries IIIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-669	Closed	-$18.6K	–	1151
2023 Q1	$18.6K	Buy	669 +558	+503%	+$16.2K	﹤0.01%	751
2022 Q4	$3.06K	Buy	+111	New	+$3.04K	﹤0.01%	1850
2022 Q3	–	Sell	-105	Closed	-$4K	–	2409
2022 Q2	$4K	Buy	+105	New	+$4.17K	﹤0.01%	1631
2020 Q1	–	Sell	-61	Closed	-$1K	–	1609
2019 Q4	$1K	Hold	61	–	–	﹤0.01%	1354
2019 Q3	$1K	Buy	+61	New	+$1.21K	﹤0.01%	1307
2019 Q1	–	Sell	-24	Closed	-$1K	–	1467
2018 Q4	$1K	Sell	24 -13	-35%	-$361	﹤0.01%	1232
2018 Q3	$1K	Buy	37 +13	+54%	+$500	﹤0.01%	1241
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	1306
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	1157
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	1206
2017 Q3	$1K	Buy	+24	New	+$648	﹤0.01%	1130

Other funds holding IIIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Insteel Industries (IIIN) in Q2 2023, closing a stake of 669 shares — an estimated $18.6K sold.

TCI Wealth Advisors first reported a position in IIIN in Q3 2017 and held it in 11 quarters. The position peaked at $18.6K in Q1 2023. 146 funds tracked by Wall St. Rank hold IIIN as of Q2 2023.

TCI Wealth Advisors reported no remaining Insteel Industries position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 669 Insteel Industries shares in Q2 2023, an estimated $18.6K.
TCI Wealth Advisors first reported a position in Insteel Industries in Q3 2017 and held it in 11 quarters.
TCI Wealth Advisors's Insteel Industries position peaked at $18.6K in Q1 2023.
146 funds tracked by Wall St. Rank held Insteel Industries as of Q2 2023.

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