Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-188
Closed -$26.2K 1304
2023
Q1
$26.2K Hold
188
﹤0.01% 607
2022
Q4
$23.3K Buy
188
+150
+395% +$19.9K ﹤0.01% 624
2022
Q3
$5K Buy
38
+4
+12% +$553 ﹤0.01% 1478
2022
Q2
$4K Hold
34
﹤0.01% 1650
2022
Q1
$5K Sell
34
-49
-59% -$7.96K ﹤0.01% 1566
2021
Q4
$15K Hold
83
﹤0.01% 872
2021
Q3
$13K Buy
83
+23
+38% +$3.76K ﹤0.01% 920
2021
Q2
$11K Buy
60
+27
+82% +$5K ﹤0.01% 910
2021
Q1
$6K Hold
33
﹤0.01% 1155
2020
Q4
$5K Hold
33
﹤0.01% 882
2020
Q3
$4K Buy
33
+5
+18% +$570 ﹤0.01% 858
2020
Q2
$3K Hold
28
﹤0.01% 916
2020
Q1
$2K Hold
28
﹤0.01% 1028
2019
Q4
$4K Hold
28
﹤0.01% 927
2019
Q3
$3K Sell
28
-3
-10% -$365 ﹤0.01% 963
2019
Q2
$4K Hold
31
﹤0.01% 825
2019
Q1
$4K Hold
31
﹤0.01% 851
2018
Q4
$4K Buy
31
+3
+11% +$401 ﹤0.01% 831
2018
Q3
$4K Hold
28
﹤0.01% 851
2018
Q2
$5K Hold
28
﹤0.01% 782
2018
Q1
$5K Sell
28
-134
-83% -$25.2K ﹤0.01% 739
2017
Q4
$29K Buy
162
+134
+479% +$23.5K 0.01% 424
2017
Q3
$5K Hold
28
﹤0.01% 734
2017
Q2
$4K Hold
28
﹤0.01% 813
2017
Q1
$4K Hold
28
﹤0.01% 770
2016
Q4
$4K Hold
28
﹤0.01% 828
2016
Q3
$3K Hold
28
﹤0.01% 867
2016
Q2
$3K Sell
28
-125
-82% -$14.1K ﹤0.01% 841
2016
Q1
$17K Buy
153
+125
+446% +$13.2K 0.01% 474
2015
Q4
$3K Hold
28
﹤0.01% 800
2015
Q3
$3K Hold
28
﹤0.01% 733
2015
Q2
$3K Hold
28
﹤0.01% 739
2015
Q1
$3K Hold
28
﹤0.01% 672
2014
Q4
$3K Hold
28
﹤0.01% 664
2014
Q3
$2K Hold
28
﹤0.01% 740
2014
Q2
$3K Hold
28
﹤0.01% 693
2014
Q1
$2K Buy
+28
New +$2.23K ﹤0.01% 721

Other funds holding LEA

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

TCI Wealth Advisors sold out of Lear (LEA) in Q2 2023, closing a stake of 188 shares — an estimated $26.2K sold.

TCI Wealth Advisors first reported a position in LEA in Q1 2014 and held it in 37 quarters. The position peaked at $29K in Q4 2017. 435 funds tracked by Wall St. Rank hold LEA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Lear position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 188 Lear shares in Q2 2023, an estimated $26.2K.
  • TCI Wealth Advisors first reported a position in Lear in Q1 2014 and held it in 37 quarters.
  • TCI Wealth Advisors's Lear position peaked at $29K in Q4 2017.
  • 435 funds tracked by Wall St. Rank held Lear as of Q2 2023.

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