TCI Wealth Advisors’s LoveSac LOVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-177	Closed	-$5.12K	–	1335
2023 Q1	$5.12K	Hold	177	–	–	﹤0.01%	1509
2022 Q4	$3.9K	Buy	177 +65	+58%	+$1.45K	﹤0.01%	1692
2022 Q3	$2K	Buy	+112	New	+$3.44K	﹤0.01%	1954
2022 Q2	–	Sell	-95	Closed	-$5K	–	2418
2022 Q1	$5K	Buy	95 +21	+28%	+$1.01K	﹤0.01%	1568
2021 Q4	$5K	Buy	74 +38	+106%	+$2.78K	﹤0.01%	1679
2021 Q3	$2K	Buy	36 +3	+9%	+$188	﹤0.01%	2149
2021 Q2	$3K	Buy	33 +1	+3%	+$74	﹤0.01%	1791
2021 Q1	$2K	Buy	+32	New	+$1.77K	﹤0.01%	1799

Other funds holding LOVE

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

TCI Wealth Advisors sold out of LoveSac (LOVE) in Q2 2023, closing a stake of 177 shares — an estimated $5.12K sold.

TCI Wealth Advisors first reported a position in LOVE in Q1 2021 and held it in 8 quarters. The position peaked at $5.12K in Q1 2023. 119 funds tracked by Wall St. Rank hold LOVE as of Q2 2023.

TCI Wealth Advisors reported no remaining LoveSac position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 177 LoveSac shares in Q2 2023, an estimated $5.12K.
TCI Wealth Advisors first reported a position in LoveSac in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's LoveSac position peaked at $5.12K in Q1 2023.
119 funds tracked by Wall St. Rank held LoveSac as of Q2 2023.

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