TCI Wealth Advisors’s Quanex NX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-190	Closed	-$4.09K	–	1546
2023 Q1	$4.09K	Hold	190	–	–	﹤0.01%	1669
2022 Q4	$4.5K	Hold	190	–	–	﹤0.01%	1598
2022 Q3	$3K	Hold	190	–	–	﹤0.01%	1805
2022 Q2	$4K	Sell	190 -105	-36%	-$2.19K	﹤0.01%	1664
2022 Q1	$6K	Hold	295	–	–	﹤0.01%	1441
2021 Q4	$7K	Buy	295 +105	+55%	+$2.34K	﹤0.01%	1439
2021 Q3	$4K	Hold	190	–	–	﹤0.01%	1785
2021 Q2	$5K	Hold	190	–	–	﹤0.01%	1463
2021 Q1	$5K	Hold	190	–	–	﹤0.01%	1284
2020 Q4	$4K	Hold	190	–	–	﹤0.01%	990
2020 Q3	$4K	Hold	190	–	–	﹤0.01%	868
2020 Q2	$3K	Hold	190	–	–	﹤0.01%	938
2020 Q1	$2K	Buy	+190	New	+$3.03K	﹤0.01%	1053

Other funds holding NX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return