TCI Wealth Advisors’s Methode Electronics MEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-256	Closed	-$11.2K	–	1389
2023 Q1	$11.2K	Hold	256	–	–	﹤0.01%	1014
2022 Q4	$11.4K	Sell	256 -70	-21%	-$2.99K	﹤0.01%	985
2022 Q3	$12K	Hold	326	–	–	﹤0.01%	915
2022 Q2	$12K	Buy	326 +70	+27%	+$3.02K	﹤0.01%	905
2022 Q1	$11K	Hold	256	–	–	﹤0.01%	1046
2021 Q4	$13K	Hold	256	–	–	﹤0.01%	974
2021 Q3	$11K	Hold	256	–	–	﹤0.01%	1039
2021 Q2	$13K	Hold	256	–	–	﹤0.01%	797
2021 Q1	$11K	Buy	256 +153	+149%	+$6.28K	﹤0.01%	813
2020 Q4	$4K	Hold	103	–	–	﹤0.01%	984
2020 Q3	$3K	Hold	103	–	–	﹤0.01%	969
2020 Q2	$3K	Hold	103	–	–	﹤0.01%	924
2020 Q1	$3K	Buy	+103	New	+$3.36K	﹤0.01%	892
2018 Q4	–	Sell	-53	Closed	-$2K	–	1561
2018 Q3	$2K	Hold	53	–	–	﹤0.01%	1052
2018 Q2	$2K	Buy	53 +6	+13%	+$245	﹤0.01%	1100
2018 Q1	$2K	Hold	47	–	–	﹤0.01%	982
2017 Q4	$2K	Hold	47	–	–	﹤0.01%	1028
2017 Q3	$2K	Hold	47	–	–	﹤0.01%	967
2017 Q2	$2K	Hold	47	–	–	﹤0.01%	1001
2017 Q1	$2K	Hold	47	–	–	﹤0.01%	954
2016 Q4	$2K	Hold	47	–	–	﹤0.01%	1026
2016 Q3	$2K	Hold	47	–	–	﹤0.01%	984
2016 Q2	$2K	Hold	47	–	–	﹤0.01%	947
2016 Q1	$1K	Buy	+47	New	+$1.28K	﹤0.01%	1108

Other funds holding MEI

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Methode Electronics (MEI) in Q2 2023, closing a stake of 256 shares — an estimated $11.2K sold.

TCI Wealth Advisors first reported a position in MEI in Q1 2016 and held it in 24 quarters. The position peaked at $13K in Q4 2021. 194 funds tracked by Wall St. Rank hold MEI as of Q2 2023.

TCI Wealth Advisors reported no remaining Methode Electronics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 256 Methode Electronics shares in Q2 2023, an estimated $11.2K.
TCI Wealth Advisors first reported a position in Methode Electronics in Q1 2016 and held it in 24 quarters.
TCI Wealth Advisors's Methode Electronics position peaked at $13K in Q4 2021.
194 funds tracked by Wall St. Rank held Methode Electronics as of Q2 2023.

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