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TCI Wealth Advisors’s MillerKnoll MLKN Stock Holding History

TCI Wealth Advisors’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-269
Closed -$5.5K – 1410
2023
Q1 		$5.5K Hold
269
– – ﹤0.01% 1460
2022
Q4 		$5.65K Buy
269
+7
+3% +$140 ﹤0.01% 1437
2022
Q3 		$4K Sell
262
-27
-9% -$742 ﹤0.01% 1634
2022
Q2 		$8K Sell
289
-188
-39% -$5.7K ﹤0.01% 1166
2022
Q1 		$16K Buy
477
+147
+45% +$5.42K ﹤0.01% 802
2021
Q4 		$13K Buy
330
+78
+31% +$3.04K ﹤0.01% 976
2021
Q3 		$9K Buy
252
+98
+64% +$4.21K ﹤0.01% 1178
2021
Q2 		$7K Buy
154
+25
+19% +$1.13K ﹤0.01% 1218
2021
Q1 		$5K Buy
+129
New +$4.94K ﹤0.01% 1275

Other funds holding MLKN

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCI Wealth Advisors sold out of MillerKnoll (MLKN) in Q2 2023, closing a stake of 269 shares — an estimated $5.5K sold.

TCI Wealth Advisors first reported a position in MLKN in Q1 2021 and held it in 9 quarters. The position peaked at $16K in Q1 2022. 218 funds tracked by Wall St. Rank hold MLKN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining MillerKnoll position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 269 MillerKnoll shares in Q2 2023, an estimated $5.5K.
  • TCI Wealth Advisors first reported a position in MillerKnoll in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's MillerKnoll position peaked at $16K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2023.

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