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TCI Wealth Advisors’s Miller Industries MLR Stock Holding History

TCI Wealth Advisors’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-239
Closed -$8.45K – 1412
2023
Q1 		$8.45K Hold
239
– – ﹤0.01% 1190
2022
Q4 		$6.37K Hold
239
– – ﹤0.01% 1366
2022
Q3 		$5K Buy
+239
New +$5.52K ﹤0.01% 1486

Other funds holding MLR

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Miller Industries (MLR) in Q2 2023, closing a stake of 239 shares — an estimated $8.45K sold.

TCI Wealth Advisors first reported a position in MLR in Q3 2022 and held it in 3 quarters. The position peaked at $8.45K in Q1 2023. 104 funds tracked by Wall St. Rank hold MLR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Miller Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 239 Miller Industries shares in Q2 2023, an estimated $8.45K.
  • TCI Wealth Advisors first reported a position in Miller Industries in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Miller Industries position peaked at $8.45K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Miller Industries as of Q2 2023.

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