TCI Wealth Advisors’s Kelly Services Class A KELYA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-372	Closed	-$6.17K	–	1254
2023 Q1	$6.17K	Hold	372	–	–	﹤0.01%	1385
2022 Q4	$6.29K	Buy	372 +243	+188%	+$3.89K	﹤0.01%	1377
2022 Q3	$2K	Sell	129 -182	-59%	-$3.29K	﹤0.01%	1948
2022 Q2	$6K	Buy	311 +182	+141%	+$3.57K	﹤0.01%	1363
2022 Q1	$3K	Hold	129	–	–	﹤0.01%	1886
2021 Q4	$2K	Hold	129	–	–	﹤0.01%	2093
2021 Q3	$2K	Hold	129	–	–	﹤0.01%	2145
2021 Q2	$3K	Hold	129	–	–	﹤0.01%	1777
2021 Q1	$3K	Hold	129	–	–	﹤0.01%	1541
2020 Q4	$3K	Hold	129	–	–	﹤0.01%	1100
2020 Q3	$2K	Hold	129	–	–	﹤0.01%	1125
2020 Q2	$2K	Buy	+129	New	+$1.84K	﹤0.01%	1073
2020 Q1	–	Sell	-93	Closed	-$2K	–	1628
2019 Q4	$2K	Buy	93 +15	+19%	+$338	﹤0.01%	1157
2019 Q3	$2K	Buy	78 +38	+95%	+$986	﹤0.01%	1091
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	1227
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	1244
2018 Q4	$1K	Sell	40 -11	-22%	-$245	﹤0.01%	1244
2018 Q3	$1K	Hold	51	–	–	﹤0.01%	1252
2018 Q2	$1K	Buy	51 +11	+28%	+$287	﹤0.01%	1314
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	1166
2017 Q4	$1K	Hold	40	–	–	﹤0.01%	1215
2017 Q3	$1K	Hold	40	–	–	﹤0.01%	1142
2017 Q2	$1K	Hold	40	–	–	﹤0.01%	1155
2017 Q1	$1K	Hold	40	–	–	﹤0.01%	1118
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	1184
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	1148
2016 Q2	$1K	Buy	40 +5	+14%	+$95	﹤0.01%	1088
2016 Q1	$1K	Buy	+35	New	+$582	﹤0.01%	1097

Other funds holding KELYA

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Kelly Services Class A (KELYA) in Q2 2023, closing a stake of 372 shares — an estimated $6.17K sold.

TCI Wealth Advisors first reported a position in KELYA in Q1 2016 and held it in 28 quarters. The position peaked at $6.29K in Q4 2022. 153 funds tracked by Wall St. Rank hold KELYA as of Q2 2023.

TCI Wealth Advisors reported no remaining Kelly Services Class A position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 372 Kelly Services Class A shares in Q2 2023, an estimated $6.17K.
TCI Wealth Advisors first reported a position in Kelly Services Class A in Q1 2016 and held it in 28 quarters.
TCI Wealth Advisors's Kelly Services Class A position peaked at $6.29K in Q4 2022.
153 funds tracked by Wall St. Rank held Kelly Services Class A as of Q2 2023.

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