TCI Wealth Advisors’s Invacare Corporation IVC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-509	Closed	-$2K	–	2602
2021 Q3	$2K	Hold	509	–	–	﹤0.01%	2206
2021 Q2	$4K	Hold	509	–	–	﹤0.01%	1673
2021 Q1	$4K	Hold	509	–	–	﹤0.01%	1459
2020 Q4	$5K	Hold	509	–	–	﹤0.01%	923
2020 Q3	$4K	Hold	509	–	–	﹤0.01%	902
2020 Q2	$3K	Hold	509	–	–	﹤0.01%	998
2020 Q1	$4K	Hold	509	–	–	﹤0.01%	811
2019 Q4	$5K	Sell	509 -71	-12%	-$597	﹤0.01%	879
2019 Q3	$4K	Hold	580	–	–	﹤0.01%	909
2019 Q2	$3K	Buy	580 +31	+6%	+$202	﹤0.01%	950
2019 Q1	$5K	Sell	549 -32	-6%	-$230	﹤0.01%	809
2018 Q4	$2K	Buy	581 +489	+532%	+$4.32K	﹤0.01%	1093
2018 Q3	$1K	Hold	92	–	–	﹤0.01%	1393
2018 Q2	$2K	Hold	92	–	–	﹤0.01%	1183
2018 Q1	$2K	Hold	92	–	–	﹤0.01%	1038
2017 Q4	$2K	Hold	92	–	–	﹤0.01%	1088
2017 Q3	$1K	Hold	92	–	–	﹤0.01%	1238
2017 Q2	$1K	Hold	92	–	–	﹤0.01%	1260
2017 Q1	$1K	Buy	+92	New	+$1.1K	﹤0.01%	1208
2016 Q2	–	Sell	-67	Closed	-$1K	–	1407
2016 Q1	$1K	Buy	+67	New	+$950	﹤0.01%	1197

Other funds holding IVC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

TCI Wealth Advisors's IVC Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Invacare Corporation (IVC) in Q4 2021, closing a stake of 509 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in IVC in Q1 2016 and held it in 20 quarters. The position peaked at $5K in Q4 2020. 120 funds tracked by Wall St. Rank hold IVC as of Q4 2021.

TCI Wealth Advisors reported no remaining Invacare Corporation position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 509 Invacare Corporation shares in Q4 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in Invacare Corporation in Q1 2016 and held it in 20 quarters.
TCI Wealth Advisors's Invacare Corporation position peaked at $5K in Q4 2020.
120 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.