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 $5.7T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return