TCI Wealth Advisors’s Lee Enterprises LEE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,083	Closed	-$63.3K	–	1305
2023 Q1	$63.3K	Hold	5,083	–	–	0.01%	376
2022 Q4	$94.3K	Hold	5,083	–	–	0.01%	276
2022 Q3	$89K	Hold	5,083	–	–	0.01%	262
2022 Q2	$97K	Hold	5,083	–	–	0.01%	255
2022 Q1	$137K	Hold	5,083	–	–	0.02%	218
2021 Q4	$176K	Hold	5,083	–	–	0.03%	190
2021 Q3	$115K	Hold	5,083	–	–	0.02%	262
2021 Q2	$144K	Hold	5,083	–	–	0.02%	217
2021 Q1	$131K	Sell	5,083 -1	-0%	-$20	0.06%	203
2020 Q4	$64K	Hold	5,084	–	–	0.03%	297
2020 Q3	$43K	Hold	5,084	–	–	0.02%	337
2020 Q2	$50K	Hold	5,084	–	–	0.02%	308
2020 Q1	$50K	Hold	5,084	–	–	0.02%	305
2019 Q4	$72K	Hold	5,084	–	–	0.03%	311
2019 Q3	$104K	Sell	5,084 -109	-2%	-$2.22K	0.05%	205
2019 Q2	$116K	Buy	5,193 +109	+2%	+$2.98K	0.05%	197
2019 Q1	$168K	Hold	5,084	–	–	0.07%	173
2018 Q4	$107K	Buy	+5,084	New	+$126K	0.05%	209

Other funds holding LEE

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

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

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Lee Enterprises (LEE) in Q2 2023, closing a stake of 5,083 shares — an estimated $63.3K sold.

TCI Wealth Advisors first reported a position in LEE in Q4 2018 and held it in 18 quarters. The position peaked at $176K in Q4 2021. 39 funds tracked by Wall St. Rank hold LEE as of Q2 2023.

TCI Wealth Advisors reported no remaining Lee Enterprises position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5,083 Lee Enterprises shares in Q2 2023, an estimated $63.3K.
TCI Wealth Advisors first reported a position in Lee Enterprises in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Lee Enterprises position peaked at $176K in Q4 2021.
39 funds tracked by Wall St. Rank held Lee Enterprises as of Q2 2023.

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