TCI Wealth Advisors’s Nordson NDSN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3	Closed	-$667	–	1480
2023 Q1	$667	Hold	3	–	–	﹤0.01%	2172
2022 Q4	$713	Sell	3 -1	-25%	-$228	﹤0.01%	2170
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	2123
2022 Q2	$1K	Buy	+4	New	+$853	﹤0.01%	2166
2019 Q4	–	Sell	-33	Closed	-$5K	–	1640
2019 Q3	$5K	Buy	+33	New	+$4.59K	﹤0.01%	815
2018 Q4	–	Sell	-6	Closed	-$1K	–	1575
2018 Q3	$1K	Sell	6 -10	-63%	-$1.36K	﹤0.01%	1277
2018 Q2	$2K	Buy	+16	New	+$2.11K	﹤0.01%	1108
2018 Q1	–	Sell	-400	Closed	-$59K	–	1406
2017 Q4	$59K	Hold	400	–	–	0.03%	312
2017 Q3	$47K	Hold	400	–	–	0.02%	323
2017 Q2	$49K	Hold	400	–	–	0.03%	305
2017 Q1	$49K	Sell	400 -305	-43%	-$36.1K	0.03%	303
2016 Q4	$79K	Sell	705 -20	-3%	-$2.09K	0.04%	261
2016 Q3	$72K	Buy	725 +20	+3%	+$1.86K	0.04%	255
2016 Q2	$59K	Sell	705 -310	-31%	-$25K	0.03%	277
2016 Q1	$77K	Hold	1,015	–	–	0.04%	233
2015 Q4	$65K	Hold	1,015	–	–	0.04%	261
2015 Q3	$64K	Hold	1,015	–	–	0.04%	244
2015 Q2	$79K	Buy	+1,015	New	+$81.8K	0.05%	220

Other funds holding NDSN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Nordson (NDSN) in Q2 2023, closing a stake of 3 shares — an estimated $667 sold.

TCI Wealth Advisors first reported a position in NDSN in Q2 2015 and held it in 18 quarters. The position peaked at $79K in Q4 2016. 560 funds tracked by Wall St. Rank hold NDSN as of Q2 2023.

TCI Wealth Advisors reported no remaining Nordson position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 Nordson shares in Q2 2023, an estimated $667.
TCI Wealth Advisors first reported a position in Nordson in Q2 2015 and held it in 18 quarters.
TCI Wealth Advisors's Nordson position peaked at $79K in Q4 2016.
560 funds tracked by Wall St. Rank held Nordson as of Q2 2023.

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