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%	1563
2019 Q2	$0	Buy	+26	New	+$403	﹤0.01%	1489
2016 Q2	–	Sell	-210	Closed	-$2K	–	1341
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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

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

TCI Wealth Advisors sold out of Kimball Electronics (KE) in Q2 2023, closing a stake of 41 shares — an estimated $989 sold.

TCI Wealth Advisors first reported a position in KE in Q4 2014 and held it in 20 quarters. The position peaked at $3K in Q3 2015. 149 funds tracked by Wall St. Rank hold KE as of Q2 2023.

TCI Wealth Advisors reported no remaining Kimball Electronics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 41 Kimball Electronics shares in Q2 2023, an estimated $989.
TCI Wealth Advisors first reported a position in Kimball Electronics in Q4 2014 and held it in 20 quarters.
TCI Wealth Advisors's Kimball Electronics position peaked at $3K in Q3 2015.
149 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2023.

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