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TCI Wealth Advisors’s Marten Transport MRTN Stock Holding History

TCI Wealth Advisors’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-836
Closed -$17.5K – 1438
2023
Q1 		$17.5K Hold
836
– – ﹤0.01% 786
2022
Q4 		$16.5K Hold
836
– – ﹤0.01% 790
2022
Q3 		$16K Hold
836
– – ﹤0.01% 771
2022
Q2 		$14K Buy
+836
New +$14.4K ﹤0.01% 809

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Marten Transport (MRTN) in Q2 2023, closing a stake of 836 shares — an estimated $17.5K sold.

TCI Wealth Advisors first reported a position in MRTN in Q2 2022 and held it in 4 quarters. The position peaked at $17.5K in Q1 2023. 194 funds tracked by Wall St. Rank hold MRTN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Marten Transport position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 836 Marten Transport shares in Q2 2023, an estimated $17.5K.
  • TCI Wealth Advisors first reported a position in Marten Transport in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Marten Transport position peaked at $17.5K in Q1 2023.
  • 194 funds tracked by Wall St. Rank held Marten Transport as of Q2 2023.

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