TCI Wealth Advisors’s Manitowoc MTW Stock Holding History

TCI Wealth Advisors’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-418	Closed	-$7.14K	–	1457
2023 Q1	$7.14K	Hold	418	–	–	﹤0.01%	1291
2022 Q4	$3.83K	Buy	+418	New	+$3.81K	﹤0.01%	1701
2022 Q3	–	Sell	-327	Closed	-$3K	–	2474
2022 Q2	$3K	Buy	+327	New	+$4.1K	﹤0.01%	1843
2022 Q1	–	Sell	-196	Closed	-$4K	–	2370
2021 Q4	$4K	Buy	196 +63	+47%	+$1.28K	﹤0.01%	1856
2021 Q3	$3K	Buy	133 +25	+23%	+$578	﹤0.01%	1970
2021 Q2	$3K	Hold	108	–	–	﹤0.01%	1802
2021 Q1	$2K	Buy	+108	New	+$1.79K	﹤0.01%	1815
2015 Q2	–	Sell	-773	Closed	-$15K	–	989
2015 Q1	$15K	Hold	773	–	–	0.01%	394
2014 Q4	$15K	Buy	+773	New	+$14K	0.01%	389

Other funds holding MTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Manitowoc (MTW) in Q2 2023, closing a stake of 418 shares — an estimated $7.14K sold.

TCI Wealth Advisors first reported a position in MTW in Q4 2014 and held it in 9 quarters. The position peaked at $15K in Q1 2015. 165 funds tracked by Wall St. Rank hold MTW as of Q2 2023.

TCI Wealth Advisors reported no remaining Manitowoc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 418 Manitowoc shares in Q2 2023, an estimated $7.14K.
TCI Wealth Advisors first reported a position in Manitowoc in Q4 2014 and held it in 9 quarters.
TCI Wealth Advisors's Manitowoc position peaked at $15K in Q1 2015.
165 funds tracked by Wall St. Rank held Manitowoc as of Q2 2023.

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