TCI Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-64	Closed	-$5.97K	–	1399
2023 Q1	$5.97K	Hold	64	–	–	﹤0.01%	1407
2022 Q4	$6.32K	Hold	64	–	–	﹤0.01%	1372
2022 Q3	$5K	Buy	64 +1	+2%	+$83	﹤0.01%	1485
2022 Q2	$5K	Buy	+63	New	+$5.13K	﹤0.01%	1510
2020 Q4	–	Sell	-11	Closed	-$1K	–	1606
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	1366
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	1285
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	1281
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	1379
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	1336
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	1248
2019 Q1	$1K	Hold	11	–	–	﹤0.01%	1259
2018 Q4	$1K	Sell	11 -25	-69%	-$1.29K	﹤0.01%	1260
2018 Q3	$2K	Hold	36	–	–	﹤0.01%	1053
2018 Q2	$2K	Buy	+36	New	+$2.22K	﹤0.01%	1102

Other funds holding MGRC

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of McGrath RentCorp (MGRC) in Q2 2023, closing a stake of 64 shares — an estimated $5.97K sold.

TCI Wealth Advisors first reported a position in MGRC in Q2 2018 and held it in 14 quarters. The position peaked at $6.32K in Q4 2022. 198 funds tracked by Wall St. Rank hold MGRC as of Q2 2023.

TCI Wealth Advisors reported no remaining McGrath RentCorp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 64 McGrath RentCorp shares in Q2 2023, an estimated $5.97K.
TCI Wealth Advisors first reported a position in McGrath RentCorp in Q2 2018 and held it in 14 quarters.
TCI Wealth Advisors's McGrath RentCorp position peaked at $6.32K in Q4 2022.
198 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2023.

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