TCI Wealth Advisors’s Landstar System LSTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27	Closed	-$4.84K	–	1345
2023 Q1	$4.84K	Hold	27	–	–	﹤0.01%	1553
2022 Q4	$4.4K	Sell	27 -1	-4%	-$161	﹤0.01%	1614
2022 Q3	$4K	Buy	28 +2	+8%	+$298	﹤0.01%	1630
2022 Q2	$4K	Hold	26	–	–	﹤0.01%	1653
2022 Q1	$4K	Hold	26	–	–	﹤0.01%	1731
2021 Q4	$5K	Hold	26	–	–	﹤0.01%	1680
2021 Q3	$4K	Hold	26	–	–	﹤0.01%	1776
2021 Q2	$4K	Hold	26	–	–	﹤0.01%	1596
2021 Q1	$4K	Buy	26 +16	+160%	+$2.49K	﹤0.01%	1386
2020 Q4	$1K	Buy	+10	New	+$1.31K	﹤0.01%	1407
2015 Q1	–	Sell	-26	Closed	-$2K	–	928
2014 Q4	$2K	Buy	+26	New	+$1.93K	﹤0.01%	739

Other funds holding LSTR

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Landstar System (LSTR) in Q2 2023, closing a stake of 27 shares — an estimated $4.84K sold.

TCI Wealth Advisors first reported a position in LSTR in Q4 2014 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 449 funds tracked by Wall St. Rank hold LSTR as of Q2 2023.

TCI Wealth Advisors reported no remaining Landstar System position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 27 Landstar System shares in Q2 2023, an estimated $4.84K.
TCI Wealth Advisors first reported a position in Landstar System in Q4 2014 and held it in 11 quarters.
TCI Wealth Advisors's Landstar System position peaked at $5K in Q4 2021.
449 funds tracked by Wall St. Rank held Landstar System as of Q2 2023.

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