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TCI Wealth Advisors’s Monro MNRO Stock Holding History

TCI Wealth Advisors’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-89
Closed -$4.4K – 1420
2023
Q1 		$4.4K Hold
89
– – ﹤0.01% 1614
2022
Q4 		$4.02K Hold
89
– – ﹤0.01% 1671
2022
Q3 		$4K Buy
89
+2
+2% +$95 ﹤0.01% 1637
2022
Q2 		$4K Sell
87
-22
-20% -$983 ﹤0.01% 1656
2022
Q1 		$5K Buy
+109
New +$5.32K ﹤0.01% 1571
2021
Q3 		– Sell
-40
Closed -$3K – 2498
2021
Q2 		$3K Buy
40
+12
+43% +$793 ﹤0.01% 1800
2021
Q1 		$2K Buy
+28
New +$1.75K ﹤0.01% 1809
2020
Q2 		– Sell
-46
Closed -$2K – 1592
2020
Q1 		$2K Buy
+46
New +$2.79K ﹤0.01% 1040

Other funds holding MNRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Monro (MNRO) in Q2 2023, closing a stake of 89 shares — an estimated $4.4K sold.

TCI Wealth Advisors first reported a position in MNRO in Q1 2020 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 189 funds tracked by Wall St. Rank hold MNRO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Monro position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 89 Monro shares in Q2 2023, an estimated $4.4K.
  • TCI Wealth Advisors first reported a position in Monro in Q1 2020 and held it in 8 quarters.
  • TCI Wealth Advisors's Monro position peaked at $5K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Monro as of Q2 2023.

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