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TCI Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

TCI Wealth Advisors’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-52
Closed -$5.03K – 1398
2023
Q1 		$5.03K Sell
52
-34
-40% -$3.32K ﹤0.01% 1525
2022
Q4 		$9.15K Buy
86
+34
+65% +$3.8K ﹤0.01% 1134
2022
Q3 		$6K Buy
52
+1
+2% +$107 ﹤0.01% 1356
2022
Q2 		$5K Hold
51
– – ﹤0.01% 1509
2022
Q1 		$4K Sell
51
-49
-49% -$3.95K ﹤0.01% 1737
2021
Q4 		$8K Buy
100
+49
+96% +$3.69K ﹤0.01% 1339
2021
Q3 		$3K Hold
51
– – ﹤0.01% 1965
2021
Q2 		$3K Hold
51
– – ﹤0.01% 1796
2021
Q1 		$3K Hold
51
– – ﹤0.01% 1551
2020
Q4 		$2K Hold
51
– – ﹤0.01% 1237
2020
Q3 		$2K Buy
+51
New +$1.9K ﹤0.01% 1132

Other funds holding MGPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

TCI Wealth Advisors sold out of MGP Ingredients (MGPI) in Q2 2023, closing a stake of 52 shares — an estimated $5.03K sold.

TCI Wealth Advisors first reported a position in MGPI in Q3 2020 and held it in 11 quarters. The position peaked at $9.15K in Q4 2022. 215 funds tracked by Wall St. Rank hold MGPI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining MGP Ingredients position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 52 MGP Ingredients shares in Q2 2023, an estimated $5.03K.
  • TCI Wealth Advisors first reported a position in MGP Ingredients in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's MGP Ingredients position peaked at $9.15K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2023.

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