TCI Wealth Advisors’s Masco MAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13	Closed	-$647	–	1365
2023 Q1	$647	Sell	13 -1	-7%	-$52	﹤0.01%	2180
2022 Q4	$653	Buy	14 +1	+8%	+$48	﹤0.01%	2178
2022 Q3	$1K	Buy	13 +10	+333%	+$521	﹤0.01%	2115
2022 Q2	$0	Sell	3 -2	-40%	-$106	﹤0.01%	2422
2022 Q1	$0	Buy	5 +2	+67%	+$119	﹤0.01%	2355
2021 Q4	$0	Hold	3	–	–	﹤0.01%	2436
2021 Q3	$0	Hold	3	–	–	﹤0.01%	2493
2021 Q2	$0	Hold	3	–	–	﹤0.01%	2393
2021 Q1	$0	Hold	3	–	–	﹤0.01%	2207
2020 Q4	$0	Sell	3 -17	-85%	-$936	﹤0.01%	1604
2020 Q3	$1K	Buy	20 +17	+567%	+$952	﹤0.01%	1364
2020 Q2	$0	Hold	3	–	–	﹤0.01%	1582
2020 Q1	$0	Buy	+3	New	+$131	﹤0.01%	1649
2019 Q1	–	Sell	-6	Closed	–	–	1487
2018 Q4	$0	Hold	6	–	–	﹤0.01%	1557
2018 Q3	$0	Hold	6	–	–	﹤0.01%	1523
2018 Q2	$0	Buy	+6	New	+$231	﹤0.01%	1561

Other funds holding MAS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Masco (MAS) in Q2 2023, closing a stake of 13 shares — an estimated $647 sold.

TCI Wealth Advisors first reported a position in MAS in Q2 2018 and held it in 16 quarters. The position peaked at $1K in Q3 2022. 715 funds tracked by Wall St. Rank hold MAS as of Q2 2023.

TCI Wealth Advisors reported no remaining Masco position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 13 Masco shares in Q2 2023, an estimated $647.
TCI Wealth Advisors first reported a position in Masco in Q2 2018 and held it in 16 quarters.
TCI Wealth Advisors's Masco position peaked at $1K in Q3 2022.
715 funds tracked by Wall St. Rank held Masco as of Q2 2023.

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