TCI Wealth Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-722	Closed	-$11.3K	–	2413
2023 Q1	$11.3K	Hold	722	–	–	﹤0.01%	1010
2022 Q4	$12.7K	Hold	722	–	–	﹤0.01%	911
2022 Q3	$12K	Hold	722	–	–	﹤0.01%	945
2022 Q2	$11K	Hold	722	–	–	﹤0.01%	983
2022 Q1	$12K	Hold	722	–	–	﹤0.01%	1014
2021 Q4	$14K	Hold	722	–	–	﹤0.01%	943
2021 Q3	$13K	Hold	722	–	–	﹤0.01%	946
2021 Q2	$13K	Hold	722	–	–	﹤0.01%	825
2021 Q1	$13K	Buy	+722	New	+$11.2K	0.01%	736

Other funds holding LBAI

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q2 2023, closing a stake of 722 shares — an estimated $11.3K sold.

TCI Wealth Advisors first reported a position in LBAI in Q1 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 175 funds tracked by Wall St. Rank hold LBAI as of Q2 2023.

TCI Wealth Advisors reported no remaining Lakeland Bancorp Inc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 722 Lakeland Bancorp Inc shares in Q2 2023, an estimated $11.3K.
TCI Wealth Advisors first reported a position in Lakeland Bancorp Inc in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Lakeland Bancorp Inc position peaked at $14K in Q4 2021.
175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2023.

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