TCI Wealth Advisors’s Kimball Electronics KE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-41	Closed	-$989	–	1253
2023 Q1	$989	Hold	41	–	–	﹤0.01%	2109
2022 Q4	$926	Hold	41	–	–	﹤0.01%	2126
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	2103
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	2154
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	2112
2021 Q4	$1K	Hold	41	–	–	﹤0.01%	2209
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	2280
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	2221
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	2082
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	1399
2020 Q3	$0	Buy	+41	New	+$538	﹤0.01%	1590
2020 Q1	–	Sell	-26	Closed	–	–	1627
2019 Q4	$0	Hold	26	–	–	﹤0.01%	1613
2019 Q3	$0	Hold	26	–	–	﹤0.01%	1565
2019 Q2	$0	Buy	+26	New	+$403	﹤0.01%	1491
2016 Q2	–	Sell	-210	Closed	-$2K	–	1342
2016 Q1	$2K	Hold	210	–	–	﹤0.01%	951
2015 Q4	$2K	Hold	210	–	–	﹤0.01%	872
2015 Q3	$3K	Hold	210	–	–	﹤0.01%	728
2015 Q2	$3K	Hold	210	–	–	﹤0.01%	734
2015 Q1	$3K	Hold	210	–	–	﹤0.01%	669
2014 Q4	$3K	Buy	+210	New	+$2.25K	﹤0.01%	661

Other funds holding KE

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geode Capital Management

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