TCI Wealth Advisors’s Mechanics Bancorp MCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-52	Closed	-$1.43K	–	2566
2022 Q4	$1.43K	Hold	52	–	–	﹤0.01%	2043
2022 Q3	$1K	Sell	52 -115	-69%	-$4.05K	﹤0.01%	2094
2022 Q2	$6K	Hold	167	–	–	﹤0.01%	1350
2022 Q1	$7K	Hold	167	–	–	﹤0.01%	1318
2021 Q4	$9K	Hold	167	–	–	﹤0.01%	1260
2021 Q3	$7K	Buy	167 +115	+221%	+$4.49K	﹤0.01%	1353
2021 Q2	$2K	Sell	52 -60	-54%	-$2.59K	﹤0.01%	2016
2021 Q1	$5K	Buy	112 +60	+115%	+$2.5K	﹤0.01%	1260
2020 Q4	$2K	Hold	52	–	–	﹤0.01%	1217
2020 Q3	$1K	Hold	52	–	–	﹤0.01%	1331
2020 Q2	$1K	Sell	52 -21	-29%	-$488	﹤0.01%	1262
2020 Q1	$2K	Buy	73 +47	+181%	+$1.36K	﹤0.01%	1022
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	1348
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	1296
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	1211
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	1226
2018 Q4	$1K	Buy	+26	New	+$658	﹤0.01%	1220

Other funds holding MCHB

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's MCHB Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Mechanics Bancorp (MCHB) in Q1 2023, closing a stake of 52 shares — an estimated $1.43K sold.

TCI Wealth Advisors first reported a position in MCHB in Q4 2018 and held it in 17 quarters. The position peaked at $9K in Q4 2021. 138 funds tracked by Wall St. Rank hold MCHB as of Q1 2023.

TCI Wealth Advisors reported no remaining Mechanics Bancorp position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 52 Mechanics Bancorp shares in Q1 2023, an estimated $1.43K.
TCI Wealth Advisors first reported a position in Mechanics Bancorp in Q4 2018 and held it in 17 quarters.
TCI Wealth Advisors's Mechanics Bancorp position peaked at $9K in Q4 2021.
138 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.