TCI Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-538	Closed	-$6.81K	–	1233
2023 Q1	$6.81K	Hold	538	–	–	﹤0.01%	1320
2022 Q4	$5.19K	Buy	538 +533	+10,660%	+$5.17K	﹤0.01%	1497
2022 Q3	$0	Sell	5 -660	-99%	-$8.65K	﹤0.01%	2423
2022 Q2	$10K	Buy	+665	New	+$12.1K	﹤0.01%	1010
2022 Q1	–	Sell	-191	Closed	-$5K	–	2337
2021 Q4	$5K	Buy	191 +57	+43%	+$1.48K	﹤0.01%	1671
2021 Q3	$3K	Sell	134 -51	-28%	-$1.36K	﹤0.01%	1950
2021 Q2	$5K	Buy	185 +119	+180%	+$3.37K	﹤0.01%	1451
2021 Q1	$2K	Buy	+66	New	+$1.83K	﹤0.01%	1781
2019 Q4	–	Sell	-22	Closed	–	–	1610
2019 Q3	$0	Sell	22 -2	-8%	-$39	﹤0.01%	1561
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	1224
2019 Q1	$0	Hold	24	–	–	﹤0.01%	1472
2018 Q4	$0	Buy	+24	New	+$425	﹤0.01%	1537

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of JELD-WEN Holding (JELD) in Q2 2023, closing a stake of 538 shares — an estimated $6.81K sold.

TCI Wealth Advisors first reported a position in JELD in Q4 2018 and held it in 12 quarters. The position peaked at $10K in Q2 2022. 166 funds tracked by Wall St. Rank hold JELD as of Q2 2023.

TCI Wealth Advisors reported no remaining JELD-WEN Holding position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 538 JELD-WEN Holding shares in Q2 2023, an estimated $6.81K.
TCI Wealth Advisors first reported a position in JELD-WEN Holding in Q4 2018 and held it in 12 quarters.
TCI Wealth Advisors's JELD-WEN Holding position peaked at $10K in Q2 2022.
166 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2023.

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