TCI Wealth Advisors’s New York Times NYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6	Closed	-$234	–	1550
2023 Q1	$234	Hold	6	–	–	﹤0.01%	2318
2022 Q4	$195	Hold	6	–	–	﹤0.01%	2337
2022 Q3	$0	Buy	+6	New	+$183	﹤0.01%	2487
2022 Q2	–	Sell	-59	Closed	-$3K	–	2447
2022 Q1	$3K	Sell	59 -48	-45%	-$2.08K	﹤0.01%	1898
2021 Q4	$5K	Buy	107 +48	+81%	+$2.37K	﹤0.01%	1693
2021 Q3	$3K	Sell	59 -127	-68%	-$6.01K	﹤0.01%	1976
2021 Q2	$8K	Sell	186 -45	-19%	-$2K	﹤0.01%	1122
2021 Q1	$12K	Buy	231 +172	+292%	+$8.63K	0.01%	757
2020 Q4	$3K	Sell	59 -66	-53%	-$2.93K	﹤0.01%	1113
2020 Q3	$5K	Buy	125 +65	+108%	+$2.85K	﹤0.01%	781
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	939
2020 Q1	$2K	Buy	60 +20	+50%	+$687	﹤0.01%	1054
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	1394
2019 Q3	$1K	Buy	40 +25	+167%	+$789	﹤0.01%	1347
2019 Q2	$0	Hold	15	–	–	﹤0.01%	1511
2019 Q1	$0	Hold	15	–	–	﹤0.01%	1496
2018 Q4	$0	Buy	+15	New	+$380	﹤0.01%	1581

Other funds holding NYT

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

TCI Wealth Advisors sold out of New York Times (NYT) in Q2 2023, closing a stake of 6 shares — an estimated $234 sold.

TCI Wealth Advisors first reported a position in NYT in Q4 2018 and held it in 17 quarters. The position peaked at $12K in Q1 2021. 340 funds tracked by Wall St. Rank hold NYT as of Q2 2023.

TCI Wealth Advisors reported no remaining New York Times position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 6 New York Times shares in Q2 2023, an estimated $234.
TCI Wealth Advisors first reported a position in New York Times in Q4 2018 and held it in 17 quarters.
TCI Wealth Advisors's New York Times position peaked at $12K in Q1 2021.
340 funds tracked by Wall St. Rank held New York Times as of Q2 2023.

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