TCI Wealth Advisors’s Mueller Industries MLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,464	Closed	-$26.9K	–	1409
2023 Q1	$26.9K	Sell	1,464 -4	-0.3%	-$70	﹤0.01%	597
2022 Q4	$21.7K	Buy	1,468 +4	+0.3%	+$64	﹤0.01%	666
2022 Q3	$22K	Buy	1,464 +16	+1%	+$249	﹤0.01%	617
2022 Q2	$19K	Sell	1,448 -288	-17%	-$3.9K	﹤0.01%	661
2022 Q1	$23K	Buy	1,736 +784	+82%	+$11.1K	﹤0.01%	630
2021 Q4	$14K	Hold	952	–	–	﹤0.01%	923
2021 Q3	$10K	Buy	952 +580	+156%	+$6.2K	﹤0.01%	1109
2021 Q2	$4K	Hold	372	–	–	﹤0.01%	1603
2021 Q1	$4K	Hold	372	–	–	﹤0.01%	1390
2020 Q4	$3K	Hold	372	–	–	﹤0.01%	1105
2020 Q3	$3K	Hold	372	–	–	﹤0.01%	972
2020 Q2	$2K	Hold	372	–	–	﹤0.01%	1080
2020 Q1	$2K	Buy	+372	New	+$2.67K	﹤0.01%	1038

Other funds holding MLI

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Mueller Industries (MLI) in Q2 2023, closing a stake of 1,464 shares — an estimated $26.9K sold.

TCI Wealth Advisors first reported a position in MLI in Q1 2020 and held it in 13 quarters. The position peaked at $26.9K in Q1 2023. 369 funds tracked by Wall St. Rank hold MLI as of Q2 2023.

TCI Wealth Advisors reported no remaining Mueller Industries position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,464 Mueller Industries shares in Q2 2023, an estimated $26.9K.
TCI Wealth Advisors first reported a position in Mueller Industries in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Mueller Industries position peaked at $26.9K in Q1 2023.
369 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2023.

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